Home → Reports in Evergreen → Appendices → Appendix F: Shared Reports
Last Updated 09/13/2024
| Acquisitions Templates Top | ||||
|---|---|---|---|---|
| Name | Description | Display Fields | Filter Fields | Date Created |
| List: Amount Encumbered and Amount spent for any selected active fund | Source: Purchase Order. Displays: PO Name, Provider Name, PO Creation Date, Cost Billed, Amount Paid, and Encumbrance Amount. Filters: Filters on Ordering Agency, Name of fund, and fund is active(=true). | PO Name, Provider Name, PO Creation Date, Cost Billed, Amount Paid, Encumbrance Amount | Ordering Agency (In list), Active (Equals), Name (Contains Matching substring (ignore case)) | 2022-04-13 |
| List: Amount Encumbered and Spent by Provider (Annual) | Source: Purchase Order. Display Fields: Fund name, Ordering Agency, Provider name, Fund year, total encumbrance amount, Total Spent Amount. Filters: Ordering Agency, Fiscal Year. | Fund Name, Library, Provider Name, Fiscal Year, Total Encumbrance Amount, Total Spent Amount | Ordering Agency (In list), Year (Equals) | 2024-02-07 |
| List: Find fund debits in selected fund with encumbrances | Displays: PO id, PO line item id, and item detail id. Filters: encumbrance=true, year, fund code (must be exact). Source: Line Item Detail. | Purchase Order ID, Lineitem ID, Item Detail ID | Encumbrance (Equals), Year (Equals), Code (Equals) | 2022-04-06 |
| List: Fund Summary FYxx | Displays: Account name, Fund tag name, Allocation, Encumbrance, Expenditure, and Balance. Filters: Fund summary year and library. Source: Fund Summary. Note: Provides monetary details of expenditures for acquisitions. | Account Name, Fund Tag Name, Allocation, Encumbrance, Expenditure, Balance | Year (Equals), Organizational Unit ID (In list) | 2022-04-11 |
| List: Funds | Displays: Fund name, Coe, ID, Year, Tag Name. Filters: Org Unit, Year. Source: Fund. Note: Lists all fund names and codes for selected year | Name, Code, Fund ID, Year, Fund Tag Name | Org Unit (In list), Year (In list) | 2022-04-06 |
| List: Line Items Received NOT Invoiced | Source: Line Item. Display: PO Name, PO ID, Order Date, Lineitem ID, Status Label, Title Proper, ISBN, Record ID, Provider name, Barcode, Shelving Location. Filters: Ordering Agency (library), Status received, Fund year, Invoice ID count = 0. | PO Name, Purchase Order ID, Order Date, Lineitem ID, State Label, Title Proper (normalized), ISBN, Record ID, Provider Name, Barcode, Shelving Location | Ordering Agency (In list), State ID (Equals), Year (Equals), ID (Equals) | 2023-02-28 |
| List: Line Items invoiced NOT received | Source: Line Item. Display: PO Name, PO ID, Order Date, Lineitem ID, Status Label, Title Proper, ISBN, Record ID, Provider name, Barcode, Shelving Location. Filters: Ordering Agency (library), Status on-order, Encumbrance = f, Fund year. | PO Name, Purchase Order ID, Order Date, Lineitem ID, State Label, Title Proper (normalized), ISBN, Record ID, Provider Name, Barcode, Shelving Location | Ordering Agency (In list), State ID (Equals), Encumbrance (Equals), Year (Equals) | 2023-02-28 |
| List: Line Items received with outstanding encumbrances | Display: PO name, id, order date, and state, line item id and state, item barcode, TCN, title, author, ISBN, Provider name and code, Fund name and code, cost billed, and amount paid; Filters: Ordering Agency, encumbrance=true, and line item state is received. Source: Line Item. | PO Name, Purchase Order ID, Order Date, PO State, Lineitem ID, Lineitem State, Item Barcode, TCN, Title, Author, ISBN, Provider Name, Provider Code, Fund Name, Fund Code, Cost Billed, Amount Paid | Ordering Agency (In list), State (Equals), Encumbrance (Equals) | 2022-04-06 |
| List: Line items linked to deleted bib records within date range | Displays: PO id, state, title, line item id. Filters: ordering library, PO creation date range, Bib ID Is Deleted=t. Source: Purchase Order. | Purchase Order ID, PO State, Title, Lineitem ID | Ordering Agency (In list), Is Deleted? (Equals), Creation Time (Between) | 2022-04-06 |
| List: On order line Items that are not received | Display: PO name, id, order date, and state, line item id and state, item barcode, TCN, title, author, ISBN, Provider name and code, Fund name and code, and encumbrance (1=t/0=f). Filters: Ordering Agency and line item state is on-order. Source: Line Item. | PO Name, Purchase Order ID, Order Date, PO State, Lineitem ID, Lineitem State, Item Barcode, TCN, Title, Author, ISBN, Provider Name, Provider Code, Fund Name, Fund Code, Encumbrance | Ordering Agency (In list), State (Equals) | 2022-04-06 |
| List: Outstanding encumbrances | Displays: PO Line Item State, ID, Encumbrance Amount, PO Number, Provider Name, and Title. Filters: State, Encumbrance=true, Ordering Agency, Creation time, Encumbrance Amount > 0. Source: Line Item Detail. Note: Lists all encumbrances (not direct charges), Includes Provider, PO number, Title ordered | State, Lineitem ID, Encumbrance Amount, PO Number, Provider Name, Title Proper (normalized) | State (Not in list), Encumbrance (Equals), Ordering Agency (In list), Creation Time (Between), Encumbrance Amount (Greater than) | 2022-04-11 |
| List: Outstanding encumbrances filter by Fund Code | Displays: PO State, Line Item ID, Encumbrance Amount PO Number, Provider Name, Title, and Fund Code. Filters: State, Encumbrance=true, Ordering Agency, Creation Time, Encumbrance amount > 0, Code. Source: Line Item Detail. Note: Lists outstanding encumbrances (not direct charges), Includes Provider, PO #, Title ordered. Allows you to filter for a specific Fund code name. | State, Lineitem ID, Encumbrance Amount, PO Number, Provider Name, Title Proper (normalized), Fund Code | State (Not in list), Encumbrance (Equals), Ordering Agency (In list), Creation Time (Between), Encumbrance Amount (Greater than), Code (Contains Matching substring (ignore case)) | 2022-04-11 |
| List: POs created between selected dates | Source: Purchase Order. Display: PO id, ordering agency create time, PO creator, edit time, PO editor, order date, PO state, Cancel Reason, and Cancel Description. Filters: ordering library and selected create date range. | Purchase Order ID, Name, Creation Time, OPAC/Staff Client User Name, Edit Time, OPAC/Staff Client User Name, Order Date, State, Cancel Reason, Cancel Description | Ordering Agency (In list), Creation Time (Between) | 2022-04-13 |
| List: POs that have been cancelled and reasoning | Displays: PO ID, Ordering Agency, Creation time, Creator name, Edit time, Editor name, Order date, State. Filters: Ordering agency, Creation time (Between). Source: Purchase Order. Note: History of cancelled POs. | Purchase Order ID, Ordering Agency, Creation Time, OPAC/Staff Client User Name, Edit Time, OPAC/Staff Client User Name, Order Date, State, If Cancelled, Code, Description | Ordering Agency (In list), Creation Time (Between) | 2022-04-11 |
| List: Purchase Order History | Display: Purchase Order ID, Ordering Agency, Creation time, Creator name, Edit time, Editor name, Order date, State. Filters: Ordering Agency, Creation time. Source: Purchase Order. Note: History of PO for library system. | Purchase Order ID, Ordering Agency, Creation Time, OPAC/Staff Client User Name, Edit Time, OPAC/Staff Client User Name, Order Date, State | Ordering Agency (In list), Creation Time (Between) | 2022-04-07 |
| Billing/Payment TemplatesTop | ||||
| Billing/Payment Templates - CountsTop | ||||
| Name | Description | Display Fields | Filter Fields | Date Created |
| Count: Multi-Month Payments by Library or Branch | Source: Payments: Desk. Displays: Payment Date/Time, Branch, Amount Paid, Payment Type, Last Billing Type. Filters: Payment timestamp less than or equal to user-supplied age, owning library. | Payment Date/Time, Branch, Amount Paid, Payment Type, Last Billing Type | Owning Library (In list), Payment Date/Time (In list) | 2024-02-19 |
| Count: New Bills by Type by Month | Source: Open Billable Transaction Summary. Displays: Balance Owed (Sum), Billing Type, Month/Year, Billing Location. Filters: Billing timestamp (month/year), Org Unit. Note: Displays a sum of all bills charged for the selected month at the owning library, by bill type. | Balance Owed, Billing Type, Month/Year, Billing Location | last_billing_ts (In list), Organizational Unit ID (In list) | 2022-05-03 |
| Count: Outstanding Debt by Billing Type | Source: Open Billable Transaction Summary. Displays: Balance Owed (Sum), Billing Type, Month/Year. Filters: Billing timestamp (range), Home Library. Note: Shows a monthly summary of all billing type. | Balance Owed, Billing Type, Month/Year | last_billing_ts (Between), Home Library (In list) | 2022-05-03 |
| Billing/Payment Templates - ListsTop | ||||
| Name | Description | Display Fields | Filter Fields | Date Created |
| List: Bill by copy status | Source: Payments. Displays: Barcode, Copy Status, Total Billing Amount, Billing Type, Payment Date/Type, Shelving Location. Filters: Circulating Library, Bill Type is NOT Blank, voided(=f). Note: Shows copy status and bill amount of item. | Barcode, Copy Status, Total Billing Amount, Billing Type, Payment Date/Time, Shelving Location | Circulating Library (In list), Name (Is not NULL or Blank), Voided? (Equals) | 2022-04-26 |
| List: Outstanding Debt Totals by Patron | Source: Open Billable Transaction Summary Displays: Branch, Barcode, First Name, Middle Name, Last Name, Balance Owed (sum). Filters: Last billing timestamp (less than or equal to), Org Unit. Note: Lists patrons with outstanding balances accrued since the specified date and the total amount owed. | Branch, Barcode, First Name, Middle Name, Last Name, Balance Owed | last_billing_ts (Less than or equal to), Home Library (In list) | 2022-05-03 |
| List: Outstanding Debt by Amount Greater than Supplied | Source: Open Billable Transaction Summary. Displays: Library, Barcode, Patron name (F, M, L), Street Address, City, State, Zip Code, Balance Owed. Filters: Billing date (range), Balance Owed Greater Than (user-supplied amount), Home Library. | Library, Barcode, First Name, Mid Initial, Last Name, Street Address, Street (2), City, State, Zip Code, balance_owed | xact_start (After (Date/Time)), last_billing_ts (Before (Date/Time)), balance_owed (Greater than), Home Library (In list) | 2022-05-05 |
| List: Outstanding Debt by date and amount | Source: Open Billable Transaction Summary. Displays: Library, Barcode, Patron Name (F, M, L), Patron address (Street, City, Zip), Balance Owed, Billing Date. Filters: Billing Date Before (user supplied), Balance Owed Greater Than (user supplied), Home Library. | Library, Barcode, First Name, Mid Initial, Last Name, Street Address, Street (2), City, State, Zip Code, Balance Owed, Billing Date | last_billing_ts (Before (Date/Time)), balance_owed (Greater than), Home Library (In list) | 2022-05-05 |
| List: Patrons by Balance Owed | Source: ILS User. Displays: Patron Permission Group, Privilege Expiration Date, First Name, Last Name, Home Library, Balance Owed, Patron Barcode, Copy Status. Filters: Home Library, Balance owed > user supplied value. Note: enter ).00 for balance owed to see all patrons with bills. Enter your library's fine limit to see only those patrons who exceed it. | Patron Permission Group, Privilege Expiration Date, First Name, Last Name, Home Library, Balance Owed, Patron Barcode, Copy Status | Home Library (In list), balance_owed (Greater than) | 2022-05-02 |
| List: Payments (Forgiven) | Source: Forgive Payment. Displays: Payment Date, Amount Forgiven, Payment Type, Note, OPAC/Staff Client User Name, Patron name (first, middle, last), Patron barcode. Filters: Forgive payment date range, Home library. | Payment Date, Amount Forgiven, Payment Type, note, OPAC/Staff Client User Name, First Name, Middle Name, Last Name, Barcode | payment_ts (Between), Home Library (In list) | 2022-04-27 |
| List: Payments by Credit Card via OPAC | Source: Credit Card Payment. Displays: Branch, Barcode, First Name, Last Name, Amount Paid, Credit Card Processor, Payment Timestamp, Payment ID. Filters: Org Unit, Payment Date (range), cc_processor is not NULL, cash_drawer is NULL. | Branch, Barcode, First Name, Last Name, Amount Paid, Credit Card Processor, Payment Timestamp, Payment ID | Organizational Unit ID (In list), payment_ts (Between), cc_processor (Is not NULL), cash_drawer (Is NULL) | 2022-05-03 |
| List: Payments by Date | Source: Payments. Displays: Payment Date/Time, Branch Library where payment was made, Branch, Amount Paid, Payment Type, Last Billing Type. Filters: Payment Date (between), Owning library. | Payment Date/Time, Branch, Amount Paid, Payment Type, Last Billing Type | Payment Date/Time (Between), Owning Library (In list) | 2022-04-27 |
| List: Payments by Library or Branch | Source: Payments: Desk. Displays: Payment Date/Time, Branch, Amount Paid, Payment Type, Last Billing Type. Filters: Payment timestamp less than or equal to user-supplied age, owning library. | Payment Date/Time, Branch, Amount Paid, Payment Type, Last Billing Type | Owning Library (In list), Payment Date/Time (Between) | 2024-02-19 |
| List: Payments by Library or Branch (recurring) | Source: Payments: Desk. Displays: Payment Date/Time, Branch, Amount Paid, Payment Type, Last Billing Type. Filters: Payment timestamp less than or equal to user-supplied age, owning library. | Payment Date/Time, Branch, Amount Paid, Payment Type, Last Billing Type | Payment Date/Time (Less than or equal to), Owning Library (In list) | 2022-05-02 |
| List: Payments by Patron Barcode with Billing Note | Source: Payments: Desk. Displays: Payment Date/Time, Branch, Workstation Name, Amount Paid, Payment Type, Last Payment Note, Last Billing type, Last billing Note, Patron Barcode, Check Number (if available). Filters: Payment Date Range (user supplied), Owning Library. | Payment Date/Time, Branch, Workstation Name, Amount Paid, Payment Type, Last Payment Note, Last Billing Type, Last Billing Note, Patron Barcode, Check Number | Payment Date/Time (Between), Owning Library (In list) | 2022-05-02 |
| List: Payments by Payment ID with Patron and Staff Info | Source: Payments: Desk. Displays: Payment Date/Time, Branch, Workstation, Staff username, Payment ID, Payment type, Amount paid, Check number, Note, Last payment note, Last Billing Type, last Billing Note, Paton barcode, First name, Last name. Filters: Payment date range, Owning library. | Payment Date/Time, Payment Branch, Workstation Name, Staff Username, Payment ID, Payment Type, Amount Paid, Check Number, Note, Last Payment Note, Last Billing Type, Last Billing Note, Patron Barcode, First Name, Last Name | Payment Date/Time (Between), Owning Library (In list) | 2022-05-03 |
| List: Payments by Permission Group | Source: Payments: Desk. Displays: Payment Date/Time, Branch, Permission Group, Amount Paid, Payment Type, Last Billing Type. Filters: Payment Date Range (user supplied), Owning Library. | Payment Date/Time, Branch, Permission Group, Amount Paid, Payment Type, Last Billing Type | Payment Date/Time (Between), Owning Library (In list) | 2022-05-03 |
| List: Payments by Shelving Location | Source: Payments: Desk. Displays: Payments Date/Time, Payment Type, Paid Amount, Workstation Name, Branch, Check Number, Shelving Location, Barcode. Filters: Payment Date Range, Owning Library, Shelving location, Is Active = T. | Payment Date/Time, Payment Type, Paid Amount, Workstation Name, Branch, Check Number, Shelving Location, Barcode | Payment Date/Time (Between), Owning Library (In list), Location ID (In list), IsActive? (Equals) | 2022-05-03 |
| List: Payments for Goods | Source: Goods Payment. Displays: Payment timestamp, Amount, Payment type, Note, Staff username, Patron name (first, last), Patron barcode. Filters: Payment date range, library. | Payment Timestamp, Amount, Payment Type, Note, staff username, First Name, Last Name, Barcode | Payment Timestamp (Between), Organizational Unit ID (In list) | 2022-04-27 |
| List: Total Billed and Payments by Library or Branch | Source: Payments: Desk. Displays: Payment Date/Time, Branch, Amount Paid, Payment Type, Last Billing Type. Filters: Payment timestamp less than or equal to user-supplied age, owning library. | Payment Date/Time, Branch, Payment Type, Unvoided Billing Amount, Amount Paid, Last Billing Type | Owning Library (In list), Payment Date/Time (Between) | 2024-02-19 |
| Cataloging TemplatesTop | ||||
| Cataloging Templates - CountsTop | ||||
| Name | Description | Display Fields | Filter Fields | Date Created |
| Count: Bibs Containing a Subject by Circulation Count | Source: Bibliographic Record. Displays: TCN Value, Owning Lib Short Name, Location Name, Call Number Label, Title Proper (normalized), Author (normalized), Publisher (normalized), Publication Year (normalized), Subject, Circ Count. Filters: Is Deleted? (Equals), Owning Library (In list), value (Contains Matching substring (ignore case)), Checkout Date/Time (Between). | TCN Value, Owning Lib Short Name, Location Name, Call Number Label, Title Proper (normalized), Author (normalized), Publisher (normalized), Publication Year (normalized), Subject, Circ Count | Is Deleted? (Equals), Owning Library (In list), value (Contains Matching substring (ignore case)), Checkout Date/Time (Between) | 2022-05-23 |
| Count: Copies by Shelving Locations (In-Use) | Source: Item. Displays: Shelving Location Name, Copy Count. Filter: Is Deleted (Equals), Circulating Library (In list). Note: Shows shelving location name and count of items. | Shelving Location Name, Copy Count | Is Deleted (Equals), Circulating Library (In list) | 2022-05-24 |
| Count: Items Added by Date Range | Source: Item. Displays: Owning Library, # of Items Added. Filters: Is Deleted, Creation Date/Time, Owning Library. | Owning Library, # of Items Added | Is Deleted (Equals), Creation Date/Time (Between), Owning Library (In list) | 2022-05-23 |
| Count: Items Added by Date Range & Statistical Category | Source: Item. Displays: Owning Library, Stat Cat Entries, Items (Count). Filters: Is Deleted = false, Creation date/time (user-supplied range), Owning Library. | Owning Library, Value, Items Added | Is Deleted (Equals), Creation Date/Time (Between), Owning Library (In list) | 2022-06-16 |
| Count: Items Deleted by Date Range | Source: Item. Displays: Owning Library, # of Items Deleted. Filters: Owning Library, Is Deleted, Last Edit Date/Time. | Owning Library, # of Items Deleted | Owning Library (In list), Is Deleted (Equals), Last Edit Date/Time (Between) | 2022-05-24 |
| Count: Items by Call Number Prefix | Source: Item. Displays: Owning Library, # of Items, Label, ID, Label Owner. Filters: Is Deleted, Owning Library, ID. | Owning Library, # of Items, Label, ID, Label Owner | Is Deleted (Equals), Owning Library (In list), ID (Is not NULL) | 2022-05-24 |
| Count: Items by Circulation Modifier and Shelving Location | Source: Item. Displays: Owning Library, circ modifier, shelving location, # of Items Deleted. Filters: Owning Library, Is Deleted, Last Edit Date/Time. | Owning Library, Circulation Modifier, Shelving Location, # of Items | Creation Date/Time (Between), Is Deleted (Equals), Location ID (In list), Code (In list), Owning Library (In list) | 2022-05-24 |
| Count: Items by Library | Source: Item. Displays: Owning Library, # of Items. Filters: Is Deleted, Owning Library. | Owning Library, # of Items | Is Deleted (Equals), Owning Library (In list) | 2022-05-24 |
| Count: Items by Shelving Location Listing, Owner ,and Settings | Source: Item. Displays: Item Owning Library, # of Items, Shelving Location, Location ID, SL Owning Library, Is Holdable?, Can Circulate?, Is OPAC Visible? Filters: Is Deleted (Equals), Owning Library (In list). | Item Owning Library, # of Items, Shelving Location, Location ID, SL Owning Library, Is Holdable?, Can Circulate?, Is OPAC Visible? | Is Deleted (Equals), Owning Library (In list) | 2022-05-24 |
| Cataloging Templates - ListsTop | ||||
| Name | Description | Display Fields | Filter Fields | Date Created |
| List: Bibs created by month/year and creator home library | Source: Bibliographic Record. Displays: TCN, Record Creation Date/Time, Record creator, Creator home library, Type, BLvl, Form, Title, Author, Call Number, Shelving Location, Publication Year. Filters: Is Deleted?, Record Creation Date/Time, OPAC/Staff Client User Name, Organizational Unit ID. | TCN, Record Creation Date/Time, Record creator, Creator home library, Type, BLvl, Form, Title, Author, Call Number, Shelving Location, Publication Year | Is Deleted? (Equals), Record Creation Date/Time (In list), OPAC/Staff Client User Name (Equals), Organizational Unit ID (In list) | 2022-05-23 |
| List: Bibs with Monograph parts | list bibs with monographic parts for an org unit. Displays TCN, title, author, isbn, copy count. Filters on monographic parts count greater than 0, | TCN Value, Title Proper (normalized), Author (normalized), ISBN, Copy Count | id (Greater than), Is Deleted? (Equals), Is Deleted? (Equals), Owning Library (In list) | 2023-01-19 |
| List: Copies by Last Editor | Source: Item. Displays: Item ID, Item Barcode, Item Title, Last Edit Date/Time, User ID, OPAC/Staff Client User Name. Filters: OPAC/Staff Client User Name (In list). | Item ID, Item Barcode, Item Title, Last Edit Date/Time, User ID, OPAC/Staff Client User Name | OPAC/Staff Client User Name (In list) | 2022-05-23 |
| List: Copies by Last Editor Filtered to Catalogers with shelving location and branch | Source: Item. Displays: Item ID, Item Barcode, Item Title, Last Edit Date/Time, User ID, circulating library, shelving location, OPAC/Staff Client User Name. Filters: Owning Library, Last Edit Date/Time, Is Deleted =f, Group ID = item cataloger (4) or bib cataloger (45), editing user home library. | Item ID, Item Barcode, Item Title, Last Edit Date/Time, Name, Name, User ID, OPAC/Staff Client User Name | Owning Library (In list), Last Edit Date/Time (Between), Is Deleted (Equals), Group ID (In list), Home Library (In list) | 2023-09-28 |
| List: Copy Bucket by Owner | Source: Copy Bucket. Displays: create_time, id, name. Filters: OPAC/Staff Client User Name. | create_time, id, name | OPAC/Staff Client User Name (Equals) | 2022-05-23 |
| List: Items Added by Date Range | Source: Item. Displays: Owning Library, Call Number, Title, Item Barcode. Filters: Creation Date/Time, Is Deleted, Owning Library. | Owning Library, Call Number, Title, Item Barcode | Creation Date/Time (Between), Is Deleted (Equals), Owning Library (In list) | 2022-05-24 |
| List: Items Added by Date Range and Owning Library | Source: Item. Displays: Owning Library, TCN, Barcode, Call Number, Title, Last Editing User, Creating User, Shelving Location, Circ Modifier. Filter: Is Deleted, Creation Date/Time, Owning Library. Note: Displays list of newly added items by owning library. | Owning Library, TCN, Barcode, Call Number, Title, Last Editing User, Creating User, Shelving Location, Circ Modifier | Is Deleted (Equals), Creation Date/Time (Between), Owning Library (In list) | 2022-05-24 |
| List: Items Added by Last Edit Date Range and Owning Library | Source: Item. Display: Owning Library, TCN, Barcode, Call Number, Title, Last Editing User, Creating User, Shelving Location, Circ Modifier. Filter: Is Deleted, Last Edit Date/Time, Owning Library. | Owning Library, TCN, Barcode, Call Number, Title, Last Editing User, Creating User, Shelving Location, Circ Modifier | Is Deleted (Equals), Last Edit Date/Time (Between), Owning Library (In list) | 2022-05-24 |
| List: Items Deleted by Owning Library | Source: Item. Displays: Owning Library, TCN, Barcode, Call Number, Title, Shelving Location, Circ Modifier. Filters: Is Deleted, Last Edit Date/Time, Owning Library, Is Active?. | Owning Library, TCN, Barcode, Call Number, Title, Shelving Location, Circ Modifier | Is Deleted (Equals), Last Edit Date/Time (Between), Owning Library (In list), Is Active? (Equals) | 2022-05-25 |
| List: Items Deleted while Checked Out | Source: Open Circulation. Displays: Last Edit Date/Time, OPAC/Staff Client User Name, Item Barcode, due_date, Patron Barcode, Last Name. Filters: Is Deleted, Owning Library. Note: Finds items deleted while still checked out to patrons (not recommended). | Last Edit Date/Time, OPAC/Staff Client User Name, Item Barcode, due_date, Patron Barcode, Last Name | Is Deleted (Equals), Owning Library (In list) | 2022-05-25 |
| List: Items Never Circulated in Evergreen | Source: Item. Displays: Branch, Active Date, Copy Status, Shelving Location, Call Number, Barcode, Title, Author, Pub Year, Total Circulation Count. Filters: Is Deleted, Active Date/Time, Organizational Unit ID, Can Circulate?, Location ID. Note: Provides list of items that have been active, but never circulated. Circulation count may show for some items that circulated before migration to Evergreen (in previous ILS). | Branch, Active Date, Copy Status, Shelving Location, Call Number, Barcode, Title, Author, Pub Year, Total Circulation Count | Is Deleted (Equals), Active Date/Time (Greater than), Organizational Unit ID (In list), Circ ID (Equals), Can Circulate? (Equals), Location ID (In list) | 2022-05-27 |
| List: Items by Active Date (exact) | Source: Item. Displays: Owning Library, Call Number, Title, Item Barcode, Active Date. Filters: Active Date/Time, Is Deleted, Owning Library. | Owning Library, Call Number, Title, Item Barcode, Active Date/Time | Is Deleted (Equals), Owning Library (In list), Active Date/Time (Equals) | 2023-12-05 |
| List: Items by Call Number Prefix ID | Source: Item. Displays: Branch, Barcode, Prefix Label, Prefix ID, Call Number, Shelving Location, Title, Author, Copy Status. Filters: Is Deleted, Organizational Unit ID, ID. | Branch, Barcode, Prefix Label, Prefix ID, Call Number, Shelving Location, Title, Author, Copy Status | Is Deleted (Equals), Organizational Unit ID (In list), ID (Equals) | 2022-05-24 |
| List: Items by Copy Status | Source: Item. Displays: Owning Library, Copy Status, Call Number, Title, Item Barcode. Filters: Owning Library, id. | Owning Library, Copy Status, Call Number, Title, Item Barcode | Owning Library (In list), id (In list) | 2022-05-25 |
| List: Items by Creation Date and Staff | Source: Item. Displays: Creation Date/Time, OPAC/Staff Client User Name, Barcode, Call Number, Shelving Location, Circulation Modifier, Circulating Library, Owning Library. Filters: Creation Date/Time, Home Library, Staff OPAC Username. Note: Previously called CATALOGING REVIEW. | Creation Date/Time, OPAC/Staff Client User Name, Barcode, Call Number, Shelving Location, Circulation Modifier, Circulating Library, Owning Library | Creation Date/Time (Less than), Home Library (In list), OPAC/Staff Client User Name (Equals) | 2022-06-07 |
| List: Items by Genre and Shelving Location | Source: Bibliographic Record. Displays: TCN Value, Owning Library, Barcode, Genre, Title, Author, Shelving Location. Filters: Is Deleted? = f, Owning Lib, Flat Display Entry = Genre, Shelving Location. | TCN Value, Owning Library, Barcode, Genre, Title Proper (normalized), Author (normalized), Shelving Location | Is Deleted? (Equals), Owning Library (In list), name (Equals), Location ID (In list) | 2024-09-13 |
| List: Items by ISBN and Owning Library | Source: Item. Displays: ISBN, Barcode. Filters: Organizational Unit ID (In list), Is Deleted (Equals). | ISBN, Barcode | Organizational Unit ID (In list), Is Deleted (Equals) | 2022-05-27 |
| List: Items by Last Editor | Source: Item. Displays: Item ID, Item Barcode, Item Title, Last Edit Date/Time, User ID, OPAC/Staff Client User Name. Filters: Barcode (In list) | Item ID, Item Barcode, Item Title, Last Edit Date/Time, User ID, OPAC/Staff Client User Name | Barcode (In list) | 2022-05-24 |
| List: Items by TCN and MARC tag | Source: Bibliographic Record. Displays: TCN Value, Title, Author, Shelving Location, Call Number, Copy Status. Filters: Is Deleted?, Tag, Normalized Value, Organizational Unit ID. Note: This report lists TCN, Title, Call Number, Shelving Location, Copy Status fields for all items which match a user supplied substring in one of the bib MARC tags. | TCN Value, Title, Author, Shelving Location, Call Number, Copy Status | Is Deleted? (Equals), Tag (Contains Matching substring (ignore case)), Normalized Value (Contains Matching substring (ignore case)), Organizational Unit ID (In list) | 2022-05-27 |
| List: Items by TCN and MARC tag (version 3) | Source: Bibliographic Record. Displays: TCN Value, Title, Author, Shelving Location, Call Number, Copy Status, Value. Filters: Is Deleted?, Tag, Subfield, Normalized Value, Organizational Unit ID. Note: This report lists TCN, Title, Call Number, Shelving Location, Copy Status fields for all items which match a user supplied MARC tag. Based upon Bib Record | TCN Value, Title, Author, Shelving Location, Call Number, Copy Status, Value | Is Deleted? (Equals), Tag (Contains Matching substring (ignore case)), Subfield (Contains Matching substring (ignore case)), Normalized Value (Contains Matching substring (ignore case)), Organizational Unit ID (In list) | 2022-05-27 |
| List: Items by TCN with Large Print designation in MARC 650 and no Form in Fixed Fields | Source: Bibliographic Record. Displays: TCN Value, Title, Author. Filters: Is Deleted?, Tag, Normalized Value, Organizational Unit ID, Form (is NOT Null or Blank). | TCN Value, Title, Author | Is Deleted? (Equals), Tag (Contains Matching substring (ignore case)), Normalized Value (Contains Matching substring (ignore case)), Organizational Unit ID (In list), Form (Is NULL or Blank) | 2022-05-27 |
| List: Items lingering in process | Source: Item. Displays: Creation Date/Time, Item Barcode, Copy Status, Circ mod, Owning branch, Call Number Label, TCN Value. Filters: Owning Library, Code, Is Deleted, Creation Date/Time, id. Note: Lists items still in process after selected period of time. | Creation Date/Time, Item Barcode, Copy Status, Circ mod, Owning branch, Call Number Label, TCN Value | Owning Library (In list), Code (In list), Is Deleted (Equals), Creation Date/Time (Greater than), id (Equals) | 2022-05-24 |
| List: Items lingering in process by shelving location | Source: Item. Displays: Creation Date/Time, Shelving Location, Owning branch, Call Number, Item Barcode, Circ mod, Copy Status, TCN Value. Filters: Owning Library, Is Deleted, Creation Date/Time, id. Lists items still in process after selected period of time. | Creation Date/Time, Shelving Location, Owning branch, Call Number, Item Barcode, Circ mod, Copy Status, TCN Value | Owning Library (In list), Is Deleted (Equals), Creation Date/Time (Greater than), id (Equals) | 2022-05-24 |
| List: Items on Shelf by Owning Library (Shelf List) | Source: Item. Displays: Owning library, Shelving Location, Barcode, Call Number, Title, and Copy Status. Filters: Is Deleted=f, owning library. | Branch, Shelving Location, Barcode, Call Number, Title, Copy Status | Is Deleted (Equals), Owning Library (In list) | 2022-06-21 |
| List: Items on Shelf with no circ mod | Source: Item. Displays: Owning Library, Shelving Location Name, Barcode, Call Number Label, Title Proper (normalized). Filters: Circulation Modifier, Is Deleted, Owning Library. | Owning Library, Shelving Location Name, Barcode, Call Number Label, Title Proper (normalized) | Circulation Modifier (Is NULL or Blank), Is Deleted (Equals), Owning Library (In list) | 2022-05-27 |
| List: Items that don't float by circ library and shelving location | Source: Item. Displays: Circulating Library, Shelving Location, Barcode, Call Number, Title, Copy Status, Floating Group. Filters: Is Deleted = f, Circulating Library, Owning Library, Floating Group ID = null. | Circulating Library, Shelving Location, Barcode, Call Number Label, Title Proper (normalized), Copy Status, Floating Group | Is Deleted (Equals), Organizational Unit ID (In list), Owning Library (In list), ID (Is NULL) | 2024-08-22 |
| List: Items with mismatched Shelving Location and Circ Mod | Source: Item. Displays: Barcode, Call Number , Branch, Circ Mod, Shelving Location. Filters: Is Deleted, Organizational Unit ID, Code, Location ID. Note: Can be used to determine if items with a particular circ mod need to have shelving location changed. | Barcode, Call Number , Branch, Circ Mod, Shelving Location | Is Deleted (Equals), Organizational Unit ID (In list), Code (In list), Location ID (Not in list) | 2022-05-27 |
| List: Pre-Cat Circulations (Open) | Source: Open Circulation. Displays: Due Date/Time, Last Name, First Name, Barcode, Precat Dummy Title, Precat Dummy Author. Filters: Check Out Date/Time (Between), Circulating Library (In list), Call Number/Volume (Equals).ilters: | Due Date/Time, Last Name, First Name, Barcode, Precat Dummy Title, Precat Dummy Author | Check Out Date/Time (Between), Circulating Library (In list), Call Number/Volume (Equals) | 2022-05-27 |
| List: Pre-Cats | Source: Item. Displays: Precat Dummy Title, Precat Dummy Author, Barcode. Filters: Call Number/Volume, Circulating Library. Note: Only lists items still checked out. When the item is checked in, the item will cease to be a pre-cataloged item. The bar code may be transferred to a full cataloging record to retain bar code and transaction data. | Precat Dummy Title, Precat Dummy Author, Barcode | Call Number/Volume (Equals), Circulating Library (In list) | 2022-05-27 |
| List: Record Buckets by Owner | Source: Bibliographic Record Entry Bucket. Displays: id, name, create_time. Filters: OPAC/Staff Client User Name. | id, name, create_time | OPAC/Staff Client User Name (Equals) | 2022-05-27 |
| List: Titles Deleted by Date Range | Source: Bibliographic Record. Displays: Title, Author, Pub Year, ISBN, TCN Source, TCN Value. Displays: Is Active?, Is Deleted?, Last Edit Data/Time. | Title, Author, Pub Year, ISBN, TCN Source, TCN Value | Is Active? (Equals), Is Deleted? (Equals), Last Edit Data/Time (Between) | 2022-05-27 |
| List: Titles by Physical Format and Item Type | Source: Item. Displays: Type, Call Number Label, Title, Shelving Location. Filters: Organizational Unit ID, Code, Item Type Code. Note: Sorted by Item Type Code and sub-sorted by Call Number. | Type, Call Number Label, Title, Shelving Location | Organizational Unit ID (In list), Code (In list), Item Type Code (In list) | 2022-05-27 |
| Circulation TemplatesTop | ||||
| Circulation Templates - CountsTop | ||||
| Name | Description | Display Fields | Filter Fields | Date Created |
| Count: All Circulations in Date Range and CircMod by Call Number | Displays call number, title, author, isbn, tcn, and circulation count. Filters on checkout library (in list), circmod (in list), and checkout date (in range) | Call Number Label, Title Proper (normalized), Author (normalized), ISBN, TCN Value, Circulation Count | Checkout / Renewal Library (In list), Checkout Date/Time (Between), Code (In list) | 2023-01-10 |
| Count: Checkin Statistics | Source: Circulation. Displays: Check In Date, Workstation Library, Workstation Name, Circulation Count. Filters: Check In Date/Time, Owning Library. Note: This report shows check-in data by workstation location (library) and workstation name, filtered by date range (month) and workstation library. With specific dates as a filter, you may include previous month and same month previous year. | Check In Date, Workstation Library, Workstation Name, Circulation Count | Check In Date/Time (In list), Owning Library (In list) | 2022-07-22 |
| Count: Checkins (Annual) | Source: Circulation. Displays: Workstation Library, Workstation Name, # of Circulations. Filters: Check In Date/Time, Organizational Unit ID. Note: This report sums checkin statistics for a given year, grouped by workstation library and name. | Workstation Library, Workstation Name, # of Circulations | Check In Date/Time (Equals), Organizational Unit ID (In list) | 2022-06-24 |
| Count: Checkout Statistics | Source: Circulation. Display: Month, Workstation Library, Workstation Name, Circulation Count. Filter: Check Out Date/Time, Owning Library. Note: This report shows checkout data by workstation location (library) and workstation name, filtered by date range (month) and workstation library. With specific dates as a filter, you may include previous month and same month previous year. | Month, Workstation Library, Workstation Name, Circulation Count | Check Out Date/Time (In list), Owning Library (In list) | 2022-07-22 |
| Count: Checkout Statistics by Circulation Type | Source: Circulation. Displays: Month + Year, Workstation Library, Workstation Name, Circulation Type, Count. Filters: Check Out Date/Time, Organizational Unit ID. Note: A copy of Checkout Statistics but provides a breakdown of # of checkouts versus # of renewals. | Month + Year, Workstation Library, Workstation Name, Circulation Type, Count | Check Out Date/Time (In list), Organizational Unit ID (In list) | 2022-07-22 |
| Count: Checkout Statistics by Patron Address | Source: Circulation. Displays: Workstation Library, Street (1), Street (2), City, State, Postal Code, Circ Total. Filters: Check Out Date/Time, Owning Library. | Workstation Library, Street (1), Street (2), City, State, Postal Code, Circ Total | Check Out Date/Time (Between), Owning Library (In list) | 2022-06-24 |
| Count: Checkouts (Annual) | Source: Circulation. Displays: Workstation Library, Workstation Name, # of Circulations. Filters: Check Out Date/Time, Organizational Unit ID. Note: This report sums circulation statistics for a given year, grouped by workstation library and name. | Workstation Library, Workstation Name, # of Circulations | Check Out Date/Time (Equals), Organizational Unit ID (In list) | 2022-06-24 |
| Count: Circulations (Monthly) by Circ Mod and Permission Group | Source: Circulation. Displays: Check Out Date, Circulating Library, Circ Modifier, Patron Group, Count. Filters: Check Out Date/Time (In list), Circulating Library (In list), Code (In list). | Check Out Date, Circulating Library, Circ Modifier, Patron Group, Count | Check Out Date/Time (In list), Circulating Library (In list), Code (In list) | 2022-07-07 |
| Count: Circulations (Multi-Month) by Home Library and Shelving Locations | Source: Circulation. Displays: Shelving Location, Check Out Date, Circulating Library, Count. Filters: Check Out Date/Time, Circulating Library. | Shelving Location, Check Out Date, Circulating Library, Count | Check Out Date/Time (In list), Circulating Library (In list) | 2022-07-01 |
| Count: Circulations (Multi-Month) by Owning Library and Shelving Locations | Source: Circulation. Displays: Owning Branch, Shelving Location, Check Out Date, Count. Filters: Check Out Date/Time, Organizational Unit ID. | Owning Branch, Shelving Location, Check Out Date, Count | Check Out Date/Time (In list), Organizational Unit ID (In list) | 2022-07-05 |
| Count: Circulations (Multi-Month) via Resource Sharing by Shelving Locations | Source: Circulation. Displays: Circulating Branch, Shelving Location, Check-Out Date, Count. Filters: Check Out Date/Time, Owning Organizational Unit ID (not in list), Circulating Organization Unit ID (in list). | Circulating Library, Shelving Location, Check Out Date, Count | Check Out Date/Time (In list), Organizational Unit ID (Not in list), Checkout / Renewal Library (In list) | 2024-02-07 |
| Count: Circulations (Multi-month) by Circ Mod with Stat Cats | Source: Circulation. Displays: Circulating Library, Count, Shelving Location, Stat Cat, Stat Cat Value, Circ Modifier, Checkout Date/Time. Filters: Check Out Date/Time (In list), Circulating Library (In list), Code (In list). | Circulating Library, Count, Shelving Location, Stat Cat, Stat Cat Value, Circ Modifier, Checkout Date/Time | Check Out Date/Time (In list), Circulating Library (In list), Code (In list) | 2022-07-11 |
| Count: Circulations (Resource Sharing) | Source: Circulation. Displays: Checkout Library, Owning Library, and # of circulations. Filters: Checkout library (in list), owning library (not in list), checkout month (in list). | Checkout Library, Source Library, Circ ID | Organizational Unit ID (In list), Organizational Unit ID (Not in list), Checkout Date/Time (In list) | 2022-08-09 |
| Count: Circulations (daily) by Hour | Source: Circulation. Displays: Circulating Library, Workstation Name, Checkout Time, # of Circs. Filters: Circulating Library (In list), Checkout Date/Time (Equals). Note: Reports on a single date and can be set up to be a recurring daily report. | Circulating Library, Workstation Name, Checkout Time, # of Circs | Circulating Library (In list), Checkout Date/Time (Equals) | 2022-07-06 |
| Count: Circulations (multi-month) by Circulating Library and Circ Mods | Source: Circulation. Displays: Check Out Date, Circulating Library, Circulation Modifier, Count. Filters: Check Out Date/Time, Circulating Library. | Check Out Date, Circulating Library, Circulation Modifier, Count | Check Out Date/Time (In list), Circulating Library (In list) | 2022-07-01 |
| Count: Circulations by All Shelving Locations & Date (recurring) | Source: Circulation. Displays: Circulating Library, Count, Shelving Location. Filters: Check Out Date/Time, Circulating Library. | Circulating Library, Count, Shelving Location | Check Out Date/Time (On or Before (Date/Time)), Circulating Library (In list) | 2022-07-01 |
| Count: Circulations by All Shelving Locations & Date Range | Source: Circulation. Displays: Circulating Library, Count, Shelving Location. Filters: Check Out Date/Time, Circulating Library. | Circulating Library, Count, Shelving Location | Check Out Date/Time (Between), Circulating Library (In list) | 2022-07-01 |
| Count: Circulations by Call Number | Source: Item. Displays: Barcode, Copy Status Changed Time, Active Date/Time, Call Number, Copy Status, Shelving Location, Branch, Total Circulation Count, Title, Author, Pub Year. Filters: Is Deleted (Equals), Call Number Label (Contains Matching substring (ignore case)), Organizational Unit ID (In list). | Barcode, Copy Status Changed Time, Active Date/Time, Call Number, Copy Status, Shelving Location, Branch, Total Circulation Count, Title, Author, Pub Year | Is Deleted (Equals), Call Number Label (Contains Matching substring (ignore case)), Organizational Unit ID (In list) | 2022-06-24 |
| Count: Circulations by Call Number Range | Source: Item. Displays: Barcode, Copy Status Changed Time, Active Date/Time, Call Number, Copy Status, Shelving Location, Branch, Total Circulation Count, Title, Author, Pub Year. Filters: Is Deleted (Equals), Call Number Label (Between), Organizational Unit ID (In list). | Barcode, Copy Status Changed Time, Active Date/Time, Call Number, Copy Status, Shelving Location, Branch, Total Circulation Count, Title, Author, Pub Year | Is Deleted (Equals), Call Number Label (Between), Organizational Unit ID (In list) | 2022-06-24 |
| Count: Circulations by Call Number and Date | Course: Circulation. Displays: Circ Count, Library, Call Number Label. Filters: Call Number Label (In list), Is Deleted (Equals), Checkout Date/Time (Between), Checkout / Renewal Library (In list). Note: Counts all of the circulations for items during a time frame filtered by call number (in list) and checkout lib (in list). | Circ Count, Library, Call Number Label | Call Number Label (In list), Is Deleted (Equals), Checkout Date/Time (Between), Checkout / Renewal Library (In list) | 2022-06-24 |
| Count: Circulations by Circ Mod and Date Range | Source: Circulation. Displays: Circulating Library, Count, Circ Modifier. Filters: | Circulating Library, Count, Circ Modifier | Check Out Date/Time (Between), Circulating Library (In list) | 2022-07-01 |
| Count: Circulations by Circ Mod and Date Range (Recurring) | Source: Circulation. Displays: Circulating Library, Count, Circ Modifier. Filters: Check Out Date/Time, Circulating Library. | Circulating Library, Count, Circ Modifier | Check Out Date/Time (Less than or equal to), Circulating Library (In list) | 2022-07-01 |
| Count: Circulations by Circulating Library Branch and Circ Mods | Source: Circulation. Displays: Circulating Library, Count, Circ Modifier. Filters: Check Out Date/Time, Circulating Library, Code. | Circulating Library, Count, Circ Modifier | Check Out Date/Time (Between), Circulating Library (In list), Code (In list) | 2022-07-05 |
| Count: Circulations by Circulating Library Branch and Shelving Locations | Source: Circulation. Displays: Circulating Library, Count, Shelving Location. Filters: Check Out Date/Time, Circulating Library, Location ID. | Circulating Library, Count, Shelving Location | Check Out Date/Time (Between), Circulating Library (In list), Location ID (In list) | 2022-07-05 |
| Count: Circulations by Day | Source: Circulation. Displays: Circulating Library, # of Circs. Filters: Circulating Library, Checkout Date/Time. Note: Reports on a single date and can be set up to be a recurring daily report. | Circulating Library, # of Circs | Circulating Library (In list), Checkout Date/Time (Equals) | 2022-07-05 |
| Count: Circulations by Due Date | Source: Circulation. Displays: Name, Due Date/Time, Circ Count. Filters: Due Date/Time (In list), Checkout / Renewal Library (In list). Note: Counts the number of circulations by branch and due date. | Name, Due Date/Time, Circ Count | Due Date/Time (In list), Checkout / Renewal Library (In list) | 2022-07-01 |
| Count: Circulations by Home Library and Shelving Locations | Source: Circulation. Displays: Checkout Library, Shelving Location, Count. Filters: Check Out Date/Time, Circulating Library, shelving locations. | Circulating Library, Shelving Location, Count | Check Out Date/Time (Between), Circulating Library (In list), Location ID (In list) | 2024-08-21 |
| Count: Circulations by Hour of the Day | Source: Circulation. Display: Hour of Day, Circulating Library, Count. Filters: Check Out Date/Time, Circulating Library. | Hour of Day, Circulating Library, Count | Check Out Date/Time (Between), Circulating Library (In list) | 2022-07-01 |
| Count: Circulations by Library (monthly) | Source: Circulation. Displays: Checkout Date/Time, Circulating Library, Circulation Count. Filters: Circulating library, Checkout month+year. | Checkout Date/Time, Name, Circ Count | Organizational Unit ID (In list), Checkout Date/Time (In list) | 2022-09-27 |
| Count: Circulations by Library and Circ Mod | Source: Circulation. Displays: Check Out Date, Circulating Library, Circ Modifier, Count. Filters: Check Out Date/Time, Circulating Library, Code. | Check Out Date, Circulating Library, Circ Modifier, Count | Check Out Date/Time (Between), Circulating Library (In list), Code (In list) | 2022-07-01 |
| Count: Circulations by Library and Day of the Week | Source: Circulation. Displays: Check Out Date/Time, # of Circulations. Filters: Circulating Library, Check Out Date/Time. Note: Breakdown of circulations by the day of the week. | Check Out Date/Time, # of Circulations | Circulating Library (In list), Check Out Date/Time (Between) | 2022-06-24 |
| Count: Circulations by Library and Sehlving Location | Source: Circulation. Displays: Shelving Location, Check Out Date, Circulating Library, Count. Filters: Check Out Date/Time, Circulating Library, Location ID. NOTE: Locations will only show based on the workstation login library. | Shelving Location, Check Out Date, Circulating Library, Count | Check Out Date/Time (Between), Circulating Library (In list), Location ID (In list) | 2022-07-05 |
| Count: Circulations by Non-Cataloged Type & Date Range | Source: Non-Cataloged Circulation. Displays: Circulation Date/Time, Circulating Library, Non-Cataloged Type, Count. Filters: Circulating Library, Circulation Date/Time, Non-cat Type ID. | Circulation Date/Time, Circulating Library, Non-Cataloged Type, Count | Circulating Library (In list), Circulation Date/Time (Between), Non-cat Type ID (In list) | 2022-07-05 |
| Count: Circulations by Owning Library and Shelving Locations | Source: Circulation. Displays: Checkout Library, Owning Library, Shelving Location, Count. Filters: Check Out Date/Time, Circulating Library, shelving locations, Owning Library. | Circulating Library, Circulating Library, Shelving Location, Count | Check Out Date/Time (Between), Circulating Library (In list), Location ID (In list), Owning Library (In list) | 2024-08-22 |
| Count: Circulations by Owning Library and Shelving Locations In Date Range | Source: Circulation. Displays: Owning Branch, Shelving Location, Check Out Date, Count. Filters: Check Out Date/Time (Between), Organizational Unit ID (In list). | Owning Branch, Shelving Location, Check Out Date, Count | Check Out Date/Time (Between), Organizational Unit ID (In list) | 2022-07-05 |
| Count: Circulations by Patron Permission Group | Source: Circulation. Displays: Check Out Date, Permission Group, Circulating Library, Count. Filters: Circulating Library, Check Out Date/Time, Group ID. | Check Out Date, Permission Group, Circulating Library, Count | Circulating Library (In list), Check Out Date/Time (Between), Group ID (In list) | 2022-07-05 |
| Count: Circulations by Patron Permission Group (School) | Source: Circulation. Displays: Shelving Location, Check Out Date, Circulating Library, Count, Stat Cat. Filters: Check Out Date/Time (Between), Circulating Library (In list), Group Name (Equals). | Shelving Location, Check Out Date, Circulating Library, Count, Stat Cat | Check Out Date/Time (Between), Circulating Library (In list), Group Name (Equals) | 2022-07-05 |
| Count: Circulations with Price Sum by Shelving Location and Date Range | Source: Circulation. Displays: Circulating Library, Count, Shelving Location, Price. Filters: Check Out Date/Time, Circulating Library | Circulating Library, Count, Shelving Location, Price | Check Out Date/Time (Between), Circulating Library (In list) | 2022-07-01 |
| Count: In House Usage by Library | Source: Non-Cataloged In House Use. Displays: Branch, Type, Circ Count. Filters: Using Library, Use Date/Time, In House? | Branch, Type, Circ Count | Using Library (In list), Use Date/Time (Between), In House? (Equals) | 2022-07-05 |
| Count: Items currently checked out | Source: Items. Display: Shelving Location, Copy Status, Count of Items. Filters: Copy Status Checked Out (hardcoded), Shelving location, Circulation modifier, Owning Library. | Shelving Location, Copy Status, Number of items | ID (Equals), Location ID (In list), Code (In list), Owning Library (In list) | 2023-10-12 |
| Count: Lost Items Returned by Date Range final | Source: Circulation. Displays: Checkin Library, Circulation Count. Filters: Check In Date/Time, Owning Library. Stop Fines Reason = LOST. | Name, Number of Lost books Returned | Check In Date/Time (Between), Fine Stop Reason (Equals), Owning Library (In list) | 2024-01-09 |
| Count: Non-renewal Circulations by Patron | Source: Circulation. Displays: Circ Count, First Name, Last Name, Barcode, Active. Filters: Home Library (In list), Checkout Date/Time (Between), Auto Renewal (Equals), Desk Renewal (Equals), Phone Renewal (Equals), OPAC Renewal (Equals). | Circ Count, First Name, Last Name, Barcode, Active | Home Library (In list), Checkout Date/Time (Between), Auto Renewal (Equals), Desk Renewal (Equals), Phone Renewal (Equals), OPAC Renewal (Equals) | 2022-07-05 |
| Count: Non-renewal circulations (daily) by hour | Source: Circulation. Displays: Circulating Library, Workstation Name, Checkout Time, # of Circs. Filters: Circulating Library (In list), Checkout Date/Time (Equals), Desk Renewal (Equals), OPAC Renewal (Equals), Phone Renewal (Equals). Note: Reports on a single date and can be set up to be a recurring daily report. | Circulating Library, Workstation Name, Checkout Time, # of Circs | Circulating Library (In list), Checkout Date/Time (Equals), Desk Renewal (Equals), OPAC Renewal (Equals), Phone Renewal (Equals) | 2022-07-06 |
| Count: Renewals via OPAC (clone) | Source: Circulation. Display: Month, # of Renewals. Filters: Check Out Date/Time, OPAC Renewal. | Month, # of Renewals | Check Out Date/Time (In list), OPAC Renewal (Equals), Check In Library (In list) | 2022-08-08 |
| Circulation Templates - ListsTop | ||||
| Name | Description | Display Fields | Filter Fields | Date Created |
| List: Checkins (Hourly) | Source: Circulation. Displays: Workstation Library, Workstation Name, Date, Hour of Day, Checkins. Filters: Check In Date/Time, Organizational Unit ID. Note: This report shows checkins, grouped by workstation library and name and divided by date and hour. | Workstation Library, Workstation Name, Date, Hour of Day, Checkins | Check In Date/Time (Between), Organizational Unit ID (In list) | 2022-07-06 |
| List: Checkouts with Patron Info by Branch and Date Range | Source: User Checkout History. Displays: Checkout Date/Time, Item Barcode, Circulating Library, Patron Barcode, First Name, Last Name, Title Proper (normalized), Author (normalized). Filters: Checkout Time (Between), Checkout / Renewal Library (In list). | Checkout Date/Time, Item Barcode, Circulating Library, Patron Barcode, First Name, Last Name, Title Proper (normalized), Author (normalized) | Checkout Time (Between), Checkout / Renewal Library (In list) | 2022-06-24 |
| List: Circulations (Hourly) by Workstation Name and Date Range | Source: Circulation. Displays: Hour of the Day, Workstation Name, Workstation ID, Barcode, Author (normalized), Title Proper (normalized), OPAC/Staff Client User Name. Filters: Owning Library (In list), checkout date (Between). | Hour of the Day, Workstation Name, Workstation ID, Barcode, Author (normalized), Title Proper (normalized), OPAC/Staff Client User Name | Owning Library (In list), Checkout Date/Time (Between) | 2022-08-09 |
| List: Circulations (Multi-Month) by Title, Home Library and Shelving Locations | Source: Circulation. Displays: Title, Barcode, Call number, Shelving Location, Check-Out Date, Circulating Library, Count. Filters: Check Out Date/Time, Circulating Library, Shelving Location. | Title, Barcode, Call Number Label, Shelving Location, Check Out Date, Circulating Library, Count | Check Out Date/Time (In list), Circulating Library (In list), Location ID (In list) | 2024-05-03 |
| List: Circulations By Checkin Date | Source: Circulation. Displays: Barcode, Title, User ID, Check In Date/Time, Check In Library. Filters: Organizational Unit ID (In list), Check In Date/Time (Between), Fine Stop Reason (Equals). | Barcode, Title, User ID, Check In Date/Time, Check In Library | Organizational Unit ID (In list), Check In Date/Time (Between), Fine Stop Reason (Equals) | 2022-06-24 |
| List: Circulations by Checkin Time | Source: Circulation. Displays: Item Barcode, Title, Patron Barcode, Check In Date/Time, Check In Library. Filters: Organizational Unit ID (In list), Fine Stop Reason (Equals), Checkin Scan Date/Time (Between). | Item Barcode, Title, Patron Barcode, Check In Date/Time, Check In Library | Organizational Unit ID (In list), Fine Stop Reason (Equals), Checkin Scan Date/Time (Between) | 2022-08-10 |
| List: Circulations by Items and Date Range | Source: Circulation. Displays: Barcode, Call Number, Title, Author, TCN, Circ Mod, Shelving Location, Count. Filters: Note: Shows which items owned by your library circulated within the selected date range (in system and resource sharing). | Barcode, Call Number, Title, Author, TCN, Circ Mod, Shelving Location, Count | Check Out Date/Time (Between), Owning Library (In list) | 2022-07-07 |
| List: Circulations by Shelving Location and Date range | Source: Item. Displays: Hour of the Day, Workstation Name, Workstation ID, Barcode, Author (normalized), Title Proper (normalized), OPAC/Staff Client User Name. Filters: Check Out Date/Time (Between), Owning Library (In list). | Barcode, Title, Author, Name, Checkout Library, Circ Counts | Checkout / Renewal Library (In list), Name (In list), Checkout Date/Time (Between) | 2022-07-07 |
| List: Currently Circulating Items | Displays items which are currently checked out, but not items that are missing or lost. Displays barcode, call number, TCN, title, author, checkout and due dates. Filters on checkin time stamp (IS NULL), copy status (equals CHECKED OUT) and checkout library (IN LIST). | Barcode, Call Number Label, TCN, Title, Author, Checkout Date, Due Date | Check In Date/Time (Is NULL), Copy Status (Equals), Checkout / Renewal Library (In list) | 2023-04-12 |
| List: Items Checked Out via Resource Sharing by Circulating Library | Source: Circulation. Displays: Barcode, Checkout Library, Source Library, Due Date/Time. Filters: Organizational Unit ID (In list), Organizational Unit ID (Not in list), Due Date/Time (Greater than or equal to), Check In Date/Time (Is NULL). Note: A list of materials currently checked out at one library system that were sourced from any other library system through resource sharing. | Barcode, Checkout Library, Source Library, Due Date/Time | Organizational Unit ID (In list), Organizational Unit ID (Not in list), Due Date/Time (Greater than or equal to), Check In Date/Time (Is NULL) | 2022-07-11 |
| List: Items with No Circulations By Date Range | Source: Item. Displays: Barcode, Title, Call Number Label, Shelving Location, Library Name, Last Circulation or Creation Date. Filters: Last Circulation or Creation Date (Less than or equal to), Is Deleted (Equals), Circulating Library (In list). Note: report of items that have not checked out since a particular date. | Barcode, Title, Call Number Label, Shelving Location, Library Name, Last Circulation or Creation Date | Last Circulation or Creation Date (Less than or equal to), Is Deleted (Equals), Circulating Library (In list) | 2022-07-11 |
| List: New Circulations with Patron Info by Date Range | Source: Circulation. Displays: Checkout Branch, Checkout Date/Time, Item Barcode, Patron Barcode, First Name, Last Name. Filters: Checkout Date/Time (Between), Checkout / Renewal Library (In list). Note: Does not list item renewals. | Checkout Branch, Checkout Date/Time, Item Barcode, Patron Barcode, First Name, Last Name | Checkout Date/Time (Between), Checkout / Renewal Library (In list) | 2022-07-07 |
| List: Patrons with Overdue Transactions | Source: Circulation. Displays: Barcode, Barcode, First Name, Last Name, Daytime Phone, Short (Policy) Name, Group Name, Call Number Label, value, Name, Short (Policy) Name, Due Date/Time, Copy Status. Filters: Home Library (In list), Due Date/Time (Greater than or equal to), Fine Stop Date/Time (Is NULL), Check In Date/Time (Is NULL), Transaction Finish Date/Time (Is NULL). | Barcode, Barcode, First Name, Last Name, Daytime Phone, Short (Policy) Name, Group Name, Call Number Label, value, Name, Short (Policy) Name, Due Date/Time, Copy Status | Home Library (In list), Due Date/Time (Greater than or equal to), Fine Stop Date/Time (Is NULL), Check In Date/Time (Is NULL), Transaction Finish Date/Time (Is NULL) | 2022-07-07 |
| List: Pre-Cat Circulations (Open) | Source: Open Circulation. Displays: Due Date/Time, Last Name, First Name, Barcode, Precat Dummy Title, Precat Dummy Author. Filters: Check Out Date/Time, Circulating Library, Call Number/Volume. | Due Date/Time, Last Name, First Name, Barcode, Precat Dummy Title, Precat Dummy Author | Check Out Date/Time (Between), Circulating Library (In list), Call Number/Volume (Equals) | 2022-07-11 |
| List: Renewals via OPAC | Source: Circulation. Display: Month, # of Renewals. Filters: Check Out Date/Time, OPAC Renewal. | Month, # of Renewals | Check Out Date/Time (In list), OPAC Renewal (Equals) | 2022-07-11 |
| List: Titles by Circulation Modifier | Source: Item. Displays: Circ Modifier, Call Number, Title. Filters: Organizational Unit ID, Code. | Circ Modifier, Call Number, Title | Organizational Unit ID (In list), Code (In list) | 2023-03-21 |
| List: Titles with High Circulation Counts (user-defined) by Branch | Source: Circulation. Displays: Title, # of Circs, Author, Pub Year, Shelving Location. Filters: Check Out Date/Time, Organizational Unit ID. Note: Used to identify popular circulating titles. | Title, # of Circs, Author, Pub Year, Shelving Location | Check Out Date/Time (Between), Check Out Date/Time (Greater than), Organizational Unit ID (In list) | 2022-07-07 |
| List: Titles with High Circulation Counts (user-defined) by System | Source: Circulation. Displays: Title, # of Circs, Author, Pub Year, Shelving Location. Filters: Check Out Date/Time, Organizational Unit ID. | Title, # of Circs, Author, Pub Year, Shelving Location | Check Out Date/Time (Between), Check Out Date/Time (Greater than), Organizational Unit ID (In list) | 2022-07-07 |
| Gale AnalyticsTop | ||||
| Name | Description | Display Fields | Filter Fields | Date Created |
| GALE - Onslow: File with one line per patron/cardholder – for Community Insights, Voters, Digital Collections | Provides a list of all patrons (active & inactive) with current barcodes, user id, address, email address, last activity time, and total circulation count. Filtered by home library. | Active, Barcode, User ID, Address Type, Street (1), Street (2), City, State, Postal Code, Email Address, Event Time, Total Circulation Count | Home Library (In list) | 2022-01-11 |
| GALE- for Branches, Physical Collections (5) | Displays user id, patron address, circulating library, circulation modifier, shelving location . Filters on checkout date range and home library . | User ID, Type, Street (1), Street (2), City, State, Postal Code, Circulating Library, Circulation Modifier, Shelving Location | Checkout Time (Between), Home Library (In list) | 2022-01-13 |
| Gale - For Branches, Physical Collection (2) | Displays user ID, address type, address, circulating library, circulation modifier and shelving location. Filters on home org unit and xact start time. | User ID, Type, Street (1), Street (2), City, State, Postal Code, Circulating Library, Circulation Modifier, Shelving Location | Home Library (In list), Checkout Date/Time (Between) | 2022-03-18 |
| Hold & Transit TemplatesTop | ||||
| Hold & Transit Templates - CountsTop | ||||
| Name | Description | Display Fields | Filter Fields | Date Created |
| Count: Filled Holds by Library and Date Range | Source: Hold Request. Displays: Fulfillment Date, Library, Count. Filters: Fulfilling Library, Fulfillment Date/Time. | Fulfillment Date, Library, Count | Fulfilling Library (In list), Fulfillment Date/Time (Between) | 2022-08-12 |
| Count: Filled Holds by Receiving Library and Date Range (clone) | Source: Copy transit. Displays: Destination Library, Sending Library, Send Date, Transits. Filters: Send Date/Time, Organizational Unit ID. | Destination Library, Sending Library, Send Date, Transits | Send Date/Time (Between), Organizational Unit ID (In list) | 2022-09-13 |
| Count: Filled Holds by Sending Library and Date Range (clone) | Source: Copy Transit. Displays: Sending Library, Destination Library, Send Date, Transits. Filters: Send Date/Time, Sending Library. | Sending Library, Destination Library, Send Date, Transits | Send Date/Time (Between), Sending Library (In list) | 2022-09-13 |
| Count: Transits (In-System) | Source: Copy Transit. Displays: Receive Date/Time, Destination, Source Library, Circ modifier, Shelving location, Transits. Filters: Receive Date/Time, Organizational Unit ID, Organizational Unit ID. | Receive Date/Time, Destination, Source Library, Circ modifier, Shelving location, Transits | Receive Date/Time (Between), Organizational Unit ID (In list), Organizational Unit ID (In list) | 2022-08-12 |
| Count: Transits Received (Out of System) | Source: Copy Transit. Displays: Receive Date/Time, Destination, Source Library, Circ modifier, Shelving location, Transits. Filters: Receive Date/Time, Organizational Unit ID, Organizational Unit ID. Note: To count only resource-sharing data, all branches in a library system should be selected from BOTH filter lists of org units (eliminates in-system transits). To count for a single branch, select that branch from the destination org unit list and all branches in that library system from the source org unit list. | Receive Date/Time, Destination, Source Library, Circ modifier, Shelving location, Transits | Receive Date/Time (Between), Organizational Unit ID (In list), Organizational Unit ID (Not in list) | 2022-08-12 |
| Count: Transits Received by Month | Source: Hold Transit. Displays: Destination Library, Source Library, Transit ID. Filters: Receive Date/Time (Less than or equal to), Organizational Unit ID (Not in list), Organizational Unit ID (In list). Note: Recommend setting to "1 Month" and running at the beginning of each month. To count only resource sharing data, all branches in a library system should be selected from BOTH filter lists of org units (eliminates in-system transits). To count for a single branch, select that branch from the destination org unit list and all branches in that library system from the source org unit list. | Destination Library, Source Library, Transit ID | Receive Date/Time (Less than or equal to), Organizational Unit ID (Not in list), Organizational Unit ID (In list) | 2022-08-17 |
| Count: Transits Sent (Out of System) | Source: Copy Transit. Displays: Send Date/Time, Sending Library, Destination, Circ Modifier, Shelving Location, Transits. Filters: Send Date/Time, Organizational Unit ID, Organizational Unit ID. Note: All system branches should be chosen from BOTH org unit lists (destination and source) to eliminate in-system transits. Or, for a single branch, enter that branch as the source (in list) and all system branches in the (not in list) destination to eliminate in-system transits. | Send Date/Time, Sending Library, Destination, Circ Modifier, Shelving Location, Transits | Send Date/Time (Between), Organizational Unit ID (Not in list), Organizational Unit ID (In list) | 2022-08-12 |
| Count: Transits Sent by Month | Source: Hold Transit. Displays: Destination Library, Source Library, Transit ID. Filters: Receive Date/Time (Less than or equal to), Organizational Unit ID (In list), Organizational Unit ID (Not in list). Note: Recommend setting to "1 Month" and running at the beginning of each month. To count only resource-sharing data, all branches in a library system should be selected from BOTH filter lists of org units (eliminates in-system transits). To count for a single branch, select that branch from the destination org unit list and all branches in that library system from the source org unit list. | Destination Library, Source Library, Transit ID | Receive Date/Time (Less than or equal to), Organizational Unit ID (In list), Organizational Unit ID (Not in list) | 2022-08-17 |
| Count: Unfulfilled Holds by Library | Source: Hold Request. Displays: Pickup Library, Capture Date/Time, Count. Filters: Pickup Library, Capture Date/Time, fulfillment date = null. | Pickup Library, Capture Date/Time, Count | Pickup Library (In list), Capture Date/Time (Between), Fulfillment Date/Time (Is NULL) | 2022-09-12 |
| Hold & Transit Templates - ListsTop | ||||
| Name | Description | Display Fields | Filter Fields | Date Created |
| List: Bibliographic Records with no Viable Copies (Hopeless Holds) | Source: Hold/Copy Ratio Per Bib. Displays: TCN Value, Author, Title, Active Holds, Volume owning lib. Filters: Active Holds, Holdable Copy Count. Note: Identifies bibliographic records that have no copies usable for filling holds. | TCN Value, Author, Title, Active Holds, Volume owning lib | Active Holds (Greater than or equal to), Holdable Copy Count (Equals) | 2022-08-12 |
| List: Filled Holds by Library and Date Range | Source: Hold Request. Displays: Capture Date/Time, Fulfillment Date, Library, Item Barcode, First Name, Last Name, Patron Barcode, Notification Date/Time, Notification Method. Filters: Fulfilling Library, Fulfillment Date/Time. | Capture Date/Time, Fulfillment Date, Library, Item Barcode, First Name, Last Name, Patron Barcode, Notification Date/Time, Notification Method | Fulfilling Library (In list), Fulfillment Date/Time (Between) | 2022-08-16 |
| List: Filled Holds by Pickup Library and Fulfillment Date | Source: Hold Request. Displays: Fulfillment Date, Pickup Library, Hold Count. Filters on: Fulfillment Date/Time, Pickup Library. | Fulfillment Date, Pickup Library, Hold Count | Fulfillment Date/Time (Between), Pickup Library (In list) | 2022-08-15 |
| List: Hold Requests on In-Process Titles by Library | Source: Hold Copy Map. Display: Count of holds, Author, Title, Bib Record ID, Copy Status, # of items in process, and pickup library code. Filters: (In process), Hold Cancel Date, Capture Date, Fulfillment Date, Currently Frozen, Patron Home Library, and Item Circulating Library. Note: This report will show a count of holds on items with the item status of in process along with how many copies in process there are. The holds count will count your patrons holds with your in process only. | Copy Status, # of holds, TCN, Author, Title, # of in process items, Shelving Loc | name (Equals), Capture Date/Time (Is NULL), Currently Frozen (Equals), Hold Cancel Date/Time (Is NULL), Fulfillment Date/Time (Is NULL), Circulating Library (In list), Home Library (In list) | 2022-09-13 |
| List: Hold requests by date and owning library | Source: Hold request. Displays: Hold request date, Title, Author, TCN, Branch name. Filters on: Request date, Pickup library. | Request Date, Title Proper (normalized), Author (normalized), TCN Value, Short (Policy) Name | Request Date/Time (Between), Pickup Library (In list) | 2023-07-25 |
| List: Holds Lingering In-Transit | Source: Copy Transit. Displays: Send Date/Time, Destination Library, Source Library, Barcode, Call Number Label, Title, Author, Owning Library. Filters: Owning Library, Is Deleted, Send Date/Time, Receive Date/Time, id, transit canceled is NULL. | Send Date/Time, Destination Library, Source Library, Barcode, Call Number Label, Title, Author, Owning Library | Owning Library (In list), Is Deleted (Equals), Send Date/Time (Greater than or equal to), Receive Date/Time (Is NULL), id (Equals), Cancel Date/Time (Is NULL) | 2023-03-22 |
| List: Holds Lingering In-Transit by Receiving Library | Source: Copy Transit. Displays: Send Date/Time, Sending Library, Destination Library, Call Number, Barcode, Title, Author, Owning Library. Filters: Send Date/Time, Receive Date/Time, Is Deleted, Organizational Unit ID, id, Organizational Unit ID, Transit canceled time is NULL. Note: Use to identify items lingering in transit destined for your library, but not owned by your library that were never checked in as received. Select the same branch - only one per report - for both "in list" and "not in list". | Send Date/Time, Sending Library, Destination Library, Call Number, Barcode, Title, Author, Owning Library | Send Date/Time (Greater than), Receive Date/Time (Is NULL), Is Deleted (Equals), Organizational Unit ID (In list), id (Equals), Organizational Unit ID (Not in list), Cancel Date/Time (Is NULL) | 2023-03-23 |
| List: Holds Lingering In-Transit by Sending Library | Source: Copy Transit. Displays: Send Date/Time, Sending Library, Destination Library, Call Number, Barcode, Title, Author, Owning Library. Filters: Send Date/Time, Receive Date/Time, Organizational Unit ID, Is Deleted, id, Organizational Unit ID, Transit Canceled Date is NULL. Note: Use to identify items lingering in transit sent from your library, but not owned by your library, that were never checked in as received at destination. Select the same branch - only one per report - for both "in list" and "not in list". | Send Date/Time, Sending Library, Destination Library, Call Number, Barcode, Title, Author, Owning Library | Send Date/Time (Greater than or equal to), Receive Date/Time (Is NULL), Organizational Unit ID (In list), Is Deleted (Equals), id (Equals), Organizational Unit ID (Not in list), Cancel Date/Time (Is NULL) | 2023-03-22 |
| List: Hopeless Holds | Source: Hold Request. Displays: Last Name, First Name, Barcode, TCN, Author, Title, Requested. Filters: Capture Date/Time, Hold Cancel Date/Time, Request Date/Time, Hold Type, Is Active?, Organizational Unit ID. Note: All holds for patrons placed after specified date. | Last Name, First Name, Barcode, TCN, Author, Title, Requested | Capture Date/Time (Is NULL), Hold Cancel Date/Time (Is NULL), Request Date/Time (Less than), Hold Type (Not in list), Hold ID (Greater than or equal to), Is Active? (Equals), Organizational Unit ID (In list) | 2022-08-15 |
| List: On-Shelf Holds by Capture Date | Source: Hold Request. Displays: Call Number, Title, Item Barcode, Patron Barcode, Daytime Phone, Evening Phone, Email Address, Date Available. Filters: Pickup Library, Capture Date/Time. Note: For cleaning holds shelf. | Call Number, Title, Item Barcode, Patron Barcode, Daytime Phone, Evening Phone, Email Address, Date Available | Pickup Library (In list), Capture Date/Time (Between) | 2022-08-15 |
| List: On-Shelf Holds via Resource Sharing by Capture Date | Source: Hold Request. Displays: Call Number, Title, Item Barcode, Patron Barcode, Daytime Phone, Evening Phone, Email Address, Date Available. Filters: Pickup Library, Capture Date/Time, Target copy owning library (not in list). Note: when running report, choose all branches i your system for the target copy owning library filter. | Call Number Label, Title, Item Barcode, Patron Barcode, Daytime Phone, Evening Phone, Email Address, Date Available | Pickup Library (In list), Capture Date/Time (Between), Owning Library (Not in list), ID (Equals) | 2024-01-11 |
| List: Patrons with Available Holds Not Notified by Email | Source: Hold Request. Displays: Call Number, Title, Item Barcode, Date Available, Shelf Expire Time, First Name, Last Name, Text Notification Date, Method, Notifications Phone Number, Daytime Phone, Evening Phone. Filters: Pickup Library, Notify by Email?, Shelf Expire Time, id. Note: Choose today's date when running the report to get unexpired holds. | Call Number, Title, Item Barcode, Date Available, Shelf Expire Time, First Name, Last Name, Text Notification Date, Method, Notifications Phone Number, Daytime Phone, Evening Phone | Pickup Library (In list), Notify by Email? (Equals), Shelf Expire Time (On or After (Date/Time)), id (Equals) | 2022-08-16 |
| List: Purchase Alerts | Source: Hold Request. Displays: # of Copies , Author, Title, TCN Value, # of holds by local patrons. Filters: Requesting Library (In list), Fulfillment Date/Time (Is NULL), Capture Date/Time (Is NULL), Currently Frozen (Equals), Hold Cancel Date/Time (Is NULL), Circulating Library (In list), Hold ID (Greater than or equal to). Note: This report is a purchase alert report. Outcome will provide holds on items that have been requested, even if item count is 0 for branch, system, or consortium. Choose your branch(es) as requesting library for your own patrons. Choose your branch(es) as circulating library if you want to only view your local items on hold. Choose all branches for consortium counts. | # of Copies , Author, Title, TCN Value, # of holds by local patrons | Requesting Library (In list), Fulfillment Date/Time (Is NULL), Capture Date/Time (Is NULL), Currently Frozen (Equals), Hold Cancel Date/Time (Is NULL), Circulating Library (In list), Hold ID (Greater than or equal to) | 2022-08-17 |
| List: Purchase Alerts with Pub and Req Dates | Source: Hold Request. Display: Request Date, hold count, TCN, Author, Title, Pub Year. Filter: Pickup Library In List, Owning Library NOT in list, Capture Date Null, Fulfillment date Null, Hold Cancel Date Null, Frozen is false. | Request Date/Time, Hold ID, Record ID, Author (normalized), Title Proper (normalized), Publication Year (normalized) | Pickup Library (In list), Capture Date/Time (Is NULL), Fulfillment Date/Time (Is NULL), Hold Cancel Date/Time (Is NULL), Currently Frozen (Equals), Owner (Not in list) | 2023-11-09 |
| List: Requested Holds Older than User-Supplied Date | Source: Hold Request. Displays: Request Date/Time, Title, TCN, First Name, Last Name, Patron Barcode, Pickup Library, Hold Type. Filters: Pickup Library, Capture Date/Time, Hold Cancel Date/Time, Request Date/Time, Fulfillment Date/Time, Is Active?. Note: Provides a list of hold requests older than a given date - in addition to checking if hold has been fulfilled,cancelled, or captured. | Request Date/Time, Title, TCN, First Name, Last Name, Patron Barcode, Pickup Library, Hold Type | Pickup Library (In list), Capture Date/Time (Is NULL), Hold Cancel Date/Time (Is NULL), Request Date/Time (On or After (Date/Time)), Fulfillment Date/Time (Is NULL), Is Active? (Equals) | 2022-08-12 |
| List: Requested Holds by Patron Group | Source: Hold Request. Display: Request Date, Workstation Library, # of Holds Filled. Filters: Request Date/Time, Group ID. Note: This report shows the placed holds, grouped by workstation library and date range (month) for request date. Additional filter to run this report just for specific patron groups (staff versus patron placed holds). | Request Date, Workstation Library, # of Holds Filled | Request Date/Time (In list), Group ID (In list) | 2022-08-12 |
| List: Requested Holds by Patron Group and and Requesting Library | Source: Hold Request. Displays: Request Date, Requesting Library, # of Holds Placed. Filters: Request Date/Time, Group ID. | Request Date, Requesting Library, # of Holds Placed | Request Date/Time (In list), Group ID (In list) | 2022-08-17 |
| List: Requested Holds by Pickup Library | Source: Hold Request. Displays: Pickup Library, Patron Barcode, First Name, Last Name, Email Address, Daytime Phone, Request Date/Time, TCN, Title, Author. Filters: Pickup Library (In list). | Pickup Library, Patron Barcode, First Name, Last Name, Email Address, Daytime Phone, Request Date/Time, TCN, Title, Author | Pickup Library (In list), Request Date/Time (Between) | 2022-09-13 |
| List: Titles with Hold Requests over a Given Number | Source: Hold Request. Displays: Title, Author, TCN, # Hold Requests, Hold Type, Pickup Library. Filters: Pickup Library (In list), Capture Date/Time (Is NULL), Hold Cancel Date/Time (Is NULL), Hold ID (Greater than or equal to), Is Active? (Equals). Note: Provides a list of hold requests with more than a given number of holds. The hold threshold is selectable when running the report. To run the report, set the PIVOT LABEL COLUMN = Pickup Library. | Title, Author, TCN, # Hold Requests, Hold Type, Pickup Library | Pickup Library (In list), Capture Date/Time (Is NULL), Hold Cancel Date/Time (Is NULL), Hold ID (Greater than or equal to), Is Active? (Equals) | 2022-08-16 |
| List: Transits by Owning Library | Source: Copy Transit. Displays: Owning Library, Barcode, Shelving Location, Call Number Label, Title, Author, Send Date/Time, Source Library, Destination Library. Filter: Owning Library, Is Deleted, Send Date/Time, Receive Date/Time, id. Note: Lists all items with copy status "In transit" that are owned by the selected library branch based on the send date age selected. | Owning Library, Barcode, Shelving Location, Call Number Label, Title, Author, Send Date/Time, Source Library, Destination Library | Owning Library (In list), Is Deleted (Equals), Send Date/Time (Greater than or equal to), Receive Date/Time (Is NULL), id (Equals) | 2022-08-16 |
| List: Transits by date range and sending library | Source: Copy Transit. Displays: Source Library, Owning Library, Barcode, Shelving Location, Call Number Label, Title, Author, Send Date/Time, Destination Library. Filter: Source Library, Is Deleted, Send Date/Time. Note: Lists all items put in transit by the source library between a given date range. | Source Library, Owning Library, Barcode, Shelving Location, Call Number Label, Title, Author, Send Date/Time, Destination Library | Is Deleted (Equals), Send Date/Time (Between), Organizational Unit ID (In list) | 2024-07-16 |
| List: Unfulfilled Holds Older than a Given Date | Source: Hold Request. Displays: Request Date/Time, Title, TCN, First Name, Last Name, Patron Barcode, Pickup Library, Hold Type. Filters: Pickup Library (In list), Capture Date/Time (Is NULL), Hold Cancel Date/Time (Is NULL), Request Date/Time (On or After (Date/Time)), Is Active? (Equals), Fulfillment Date/Time (Is NULL), Currently Frozen (Equals), Current Shelf Lib (Is NULL). Note: Provides a list of hold requests older than a given date that are waiting for a copy. Holds are unfrozen, not cancelled, not captured, and not fulfilled. To run the report, set the PIVOT LABEL COLUMN = Pickup Library. | Request Date/Time, Title, TCN, First Name, Last Name, Patron Barcode, Pickup Library, Hold Type | Pickup Library (In list), Capture Date/Time (Is NULL), Hold Cancel Date/Time (Is NULL), Request Date/Time (On or After (Date/Time)), Is Active? (Equals), Fulfillment Date/Time (Is NULL), Currently Frozen (Equals), Current Shelf Lib (Is NULL) | 2022-08-17 |
| In House and Non-cataloged Templates Top | ||||
| In House and Non-cataloged Templates - CountsTop | ||||
| Name | Description | Display Fields | Filter Fields | Date Created |
| Count: Non-Cataloged Circulations by Type and Date Range | Source: Non-cataloged Circulation. Displays: Circulation Date/Time, Circulating Library, Non-Cataloged Type, Count. Filters: Circulating Library, Circulation Date/Time, Non-cat Type ID. | Circulation Date/Time, Circulating Library, Non-Cataloged Type, Count | Circulating Library (In list), Circulation Date/Time (Between), Non-cat Type ID (In list) | 2022-09-20 |
| Count: All Circulations Including Non-cataloged and In House Use (monthly) | Source: All Circulation Combined Types. Displays: Circulation Type, Item Type, Checkout Date/Time, Circ ID, Branch. Filters: Circulating Library (In list), Checkout Date/Time (In list). Note: Regular circulations are listed by circulation modifier. | Circulation Type, Item Type, Checkout Date/Time, Circ ID, Branch | Circulating Library (In list), Checkout Date/Time (In list) | 2022-09-20 |
| Count: Barcoded Items for In House Use by Month (Detailed) | Source: In House Use. Displays: Count, Name, Item Barcode, Title, Call Number Label, Shelving Location, Use Date/Time. Filters: Use Date/Time (In list), Using Library (In list). Note: Count of barcodes scanned using (F6) In House Use. | Count, Name, Item Barcode, Title, Call Number Label, Shelving Location, Use Date/Time | Use Date/Time (In list), Using Library (In list) | 2022-09-20 |
| Count: Barcoded Items for In House Use by date range | Source: In House Use. Displays: Use Date/Time, Branch, Shelving Location, Count. Filters: Use Date/Time, Using Library. | Use Date/Time, Branch, Shelving Location, Count | Use Date/Time (Between), Using Library (In list) | 2022-09-20 |
| Count: In House Use by Library | Source: Non-cataloged In House Use. Displays: Branch, Type, Circ Count. Filters: Using Library, Use Date/Time, In House? | Branch, Type, Circ Count | Using Library (In list), Use Date/Time (Between), In House? (Equals) | 2022-09-20 |
| In House and Non-cataloged Templates - ListsTop | ||||
| Name | Description | Display Fields | Filter Fields | Date Created |
| List: In House Use by Title | Source: In House Use. Displays: Filters: Use Date/Time, Title, Author, ISBN, Barcode, # of Times Used. Use Date/Time, Using Library. Note: List of titles used in house within a date range including the use date and # of times used. | Use Date/Time, Title, Author, ISBN, Barcode, # of Times Used | Use Date/Time (Between), Using Library (In list) | 2022-09-20 |
| Inventory & Weeding TemplatesTop | ||||
| Inventory & Weeding Templates - CountsTop | ||||
| Name | Description | Display Fields | Filter Fields | Date Created |
| Count: Circulations by title merged on call number (includes deleted) | Source:Circulation. Displays: TCN/Record ID, circulating library, shelving location; call number, title, author, itotal circs. Filters: branch, shelf location, circ date range. | Record ID, Circulating Library, Shelving Location, Call Number Label, Title Proper (normalized), Author (normalized), Circ ID | Owning Library (In list), Checkout Date/Time (Between), Location ID (In list) | 2023-02-20 |
| Inventory & Weeding Templates - ListsTop | ||||
| Name | Description | Display Fields | Filter Fields | Date Created |
| List: All Items by Owning Library | Source: Item. Displays: owning branch, circulating branch, latest inventory date, shelving location, call number, title, author, barcode, circ mod, and copy status. Filters: owning library and is deleted=false. | Owning Library, Circulating Library, Latest Inventory Date, Shelving Location, Call Number, Title, Author (normalized), Barcode, Circ Mod, Copy Status | Is Deleted (Equals), Owning Library (In list) | 2022-09-30 |
| List: Inventory (Brief) | Source: Item. Displays: Shelving Location, Call Number, Title, Barcode. Filters: Call Number Label, Owning Library, Location ID. | Shelving Location, Call Number, Title, Barcode | Call Number Label (Between), Owning Library (In list), Location ID (In list) | 2022-09-30 |
| List: Inventory (Detailed) | Source: Item. Displays: Call Number, TCN, Title, Author, ISBN, Publication Year, Publisher, Barcode. Filters: Call number, Owning Library, Shelving Location. | Call Number, TCN Value, Title, Author (normalized), ISBN, Publication Year (normalized), Publisher (normalized), Barcode | Call Number Label (Between), Owning Library (In list), Location ID (In list) | 2022-09-30 |
| List: Item Inventory Dates by Workstation | Source: Latest Inventory. Displays: latest inventory date, inventory workstation, owning library, circulating library, item barcode, shelving location, call number, title, author, circ mod, item status, create date, last circulation date, total circulation count. Filters: owning library and is deleted=false. | Latest Inventory Date, Workstation Name, Owning Library, Circulating Library, Barcode, Shelving Location, Call Number, Title, Author, Circ Modifier, Item Status, Creation Date/Time, Last Circulation Date, Total Circulation Count | Owning Library (In list), Is Deleted (Equals) | 2022-09-30 |
| List: Item Missing inventory Dates | Source: Item. Displays: Owning Library, Circulating Library, Latest Inventory Date, Shelving Location, Call Number, Title, Author (normalized), Barcode, Circ Mod, Copy Status. Filters: Is Deleted (Equals), Owning Library (In list), Latest Inventory Date (Not between). Notes: Provides a list of items that do not have an inventory date within the selected date range. | Owning Library, Circulating Library, Latest Inventory Date, Shelving Location, Call Number, Title, Author (normalized), Barcode, Circ Mod, Copy Status | Is Deleted (Equals), Owning Library (In list), Latest Inventory Date (Not between) | 2022-10-21 |
| List: Items Never Circulated in Evergreen | Source: Item. Displays: owning library, shelving location, active date, copy status, call number, title, author, item barcode, pub year, and total circs. Filters: branch, shelf location, active age>x, can circulate=true, circs=0, and is deleted=false. Note: Provides list of items that have been active, but never circulated. Enter the active age (i.e. the length of time the item has been Available in the catalog without checking out.) Circulation count may show for some items that circulated before migration to Evergreen (in previous ILS). | Branch, Active Date, Copy Status, Shelving Location, Call Number, Barcode, Title, Author, Pub Year, Total Circulation Count | Is Deleted (Equals), Active Date/Time (Greater than), Organizational Unit ID (In list), Circ ID (Equals), Can Circulate? (Equals), Location ID (In list) | 2022-11-28 |
| List: Items by Date and Copy Status | Source: Item. Displays: Circulating branch, Shelving Location, Call number, Item barcode, Title, Author, # of circulations, Copy status, Publication Year, Creation Date/Time. Filters: Copy Status Changed Time (Between), Circulating Library, Shelving Location ID, Copy Status. Note: Provides a list of items for weeding or inventory. | Branch, Shelf location, Call Number, Barcode, Title, Author, # circs, copy status name, Publication Year (normalized), Creation Date/Time | Copy Status Changed Time (Between), Organizational Unit ID (In list), Location ID (In list), id (In list) | 2022-11-16 |
| List: Items by Owning Library, Shelving Location, and Status (Shelf List) | Source: Item. Displays: owning branch, circulating branch, latest inventory date/workstation, shelving location, call number, title, author, barcode, circ mod, and copy status. Filters: on owning library, shelving location, status and is deleted=false. | Owning Library, Circulating Library, Latest Inventory Date, Shelving Location, Call Number, Title, Author (normalized), Barcode, Circ Mod, Copy Status, Latest Inventory Date, Workstation Name | Is Deleted (Equals), Owning Library (In list), Location ID (In list), ID (In list) | 2022-09-30 |
| List: Items not Scanned by Last Edit Date and Branch | Source: Item. Displays: Branch, Shelving Location, Call Number, Barcode, Title, Author, Circ Modifier, Last Edit Date/Time, Copy Status. Filters: Is Deleted, Last Edit Date/Time, Organizational Unit ID. Note: Identifies items not scanned (checkin) as of the inventory start date established (last edit date). | Branch, Shelving Location, Call Number, Barcode, Title, Author, Circ Modifier, Last Edit Date/Time, Copy Status | Is Deleted (Equals), Last Edit Date/Time (Before (Date/Time)), Organizational Unit ID (In list) | 2022-10-21 |
| List: Items with Age Hold Protection | Source: Item. Displays: Owning Library, Shelving Location, Call Number, Title, barcode, Copy Status, Active Date/Time, Age Hold Protection. Filters: Age Hold Protection duration, Active Date, Owning Library, Location ID. Note: Age hold protection filters 2=6 months, 1=3 months, and 0= no age hold protection. | Owning Library, Shelving Location, Call Number, Title, Barcode, Copy Status, Active Date/Time, Age Hold Protection | Age Hold Protection (Equals), Active Date/Time (Between), Owning Library (In list), Location ID (In list) | 2022-10-21 |
| List: Items with Circulations Greater than X | Source: Item. Displays: circulating library, shelving location; call number, title, author, item barcode, total circs, pub year, and copy status. Filters: branch, shelf location, circ date range, number of circs, and is deleted=false.Note: Provides list of items with circs above a certain number. | Branch, Shelving Location, Call Number, Barcode, Title, Author, Pub Year, Total Circulation Count, Copy Status | Circ ID (Greater than), Is Deleted (Equals), Organizational Unit ID (In list), Check Out Date/Time (Between), Location ID (In list) | 2022-11-16 |
| List: Shelf List by Call Number | Source: Item. Displays: owning library, shelving location, barcode, call number, title, author, pub year, copy status, copy status change date, active date time and total circs. Filters: owning library, call number substring, and is deleted=false. | Branch, Shelving Location, Barcode, Call Number, Title, Author, Pub Year, Copy Status, Copy Status Changed Time, Active Date/Time, Total Circulation Count | Is Deleted (Equals), Call Number Label (Contains Matching substring (ignore case)), Organizational Unit ID (In list) | 2022-11-16 |
| List: Shelf List by Circulation Date | Source: Item. Displays: owning library, shelving location, barcode, call number, title, author, pub year, active date, copy status, copy status change date, last circ date, and total circs. Filters: last circulation date (on or before), owning library, shelving location, and is deleted=false. | Branch, Shelving Location, Barcode, Call Number, Title, Author, Pub Year, Active Date/Time, Copy Status, Copy Status Changed, Last Circulation Date, Total Circulation Count | Is Deleted (Equals), Organizational Unit ID (In list), Last Circulation Date (On or Before (Date/Time)) | 2022-11-28 |
| List: Shelf List by Circulation Date (For Weeding) | Displays: Shelving location; Call number;Title Author, item barcode; number of circs in by month and year. Filters: call number range; branch; shelf location; and month/year. Notes: Provides circulation counts of items for weeding. | # circs, Date, Barcode, Call Number, Shelf location, Title, Author | Check Out Date/Time (On or Before (Date/Time)), Organizational Unit ID (In list), Location ID (In list) | 2022-11-28 |
| List: Shelf List by Circulation Date and Circ Mod | Source: Item. Displays: owning library, shelving location, barcode, call number, title, author, pub year, copy status, copy status change date, active date time and total circs. Filters: last circulation date (on or before), owning library, circ mod, and is deleted=false. | Branch, Circulation Modifier, Last Circulation Date, Shelving Location, Call Number, Barcode, Title, Author, Publication Year, Copy Status, Copy Status Changed Time, Active Date/Time, Total Circulation Count | Is Deleted (Equals), Organizational Unit ID (In list), Last Circulation Date (On or Before (Date/Time)), Code (In list) | 2022-11-17 |
| List: Shelf List by Circulation Date and Copy Status | Source: Item. Displays: owning library, shelving location, barcode, call number, title, author, pub year, active date, copy status, copy status change date, last circ date, and total circs. Filters: last circulation date (on or before), owning library, copy status, and is deleted=false. | Branch, Shelving Location, Barcode, Call Number, Title, Author, Pub Year, Active Date/Time, Copy Status, Copy Status Changed, Last Circulation Date, Total Circulation Count | Is Deleted (Equals), Organizational Unit ID (In list), id (In list), Last Circulation Date (On or Before (Date/Time)) | 2022-11-28 |
| List: Shelf List by Circulation Date and Copy Status (For Weeding) | Source: Item. Displays: owning library, shelving location, barcode, call number, title, author, pub year, active date, copy status, copy status change date, last circ date, and total circs. Filters: last circulation date (on or before), owning library, copy status, and is deleted=false. | Barcode, Copy Status Changed, Active Date/Time, Call Number, Branch, Title, Author, Pub Year, Copy Status, Last Circulation Date, Total Circulation Count, Shelving Location | Is Deleted (Equals), Organizational Unit ID (In list), id (In list), Last Circulation Date (On or Before (Date/Time)) | 2022-11-28 |
| List: Shelf List by Circulation Date and Shelving Location | Source: Item. Displays: owning library, shelving location, barcode, call number, title, author, pub year, copy status, copy status change date, active date time and total circs. Filters: last circulation date (on or before), owning library, shelving location, and is deleted=false. | Branch, Shelving Location, Last Circulation Date, Barcode, Call Number, Title, Author, Publication Year, Copy Status, Copy Status Changed Time, Active Date/Time, Total Circulation Count | Is Deleted (Equals), Location ID (In list), Organizational Unit ID (In list), Last Circulation Date (On or Before (Date/Time)) | 2022-11-28 |
| List: Shelf List by Circulation Date and Shelving Location (no inner joins) | Source: Item. Displays: owning library, shelving location, barcode, call number, title, author, pub year, active date, copy status, copy status change date, last circ date, and total circs. Filters: last circulation date (on or before), owning library, shelving location, and is deleted=false. | Branch, Shelving Location, Barcode, Call Number, Title, Author, Pub Year, Active Date/Time, Copy Status, Copy Status Changed, Last Circulation Date, Total Circulation Count | Is Deleted (Equals), Organizational Unit ID (In list), Last Circulation Date (On or Before (Date/Time)), Location ID (In list) | 2022-11-28 |
| List: Shelf List by Copy Status | Source: Item. Displays: owning library, shelving location, barcode, call number, title, author, pub year, copy status, copy status change date, active date time and total circs. Filters: owning library, copy status, and is deleted=false. | Branch, Shelving Location, Barcode, Call Number, Title, Author, Publication Year, Copy Status, Copy Status Changed Time, Active Date/Time, Total Circulation Count | Is Deleted (Equals), id (In list), Organizational Unit ID (In list) | 2022-11-17 |
| List: Shelf List by Copy Status and Shelving Location | Source: Item. Displays: owning library, shelving location, barcode, call number, title, author, pub year, copy status, copy status change date, active date time and total circs. Filters: owning library, copy status, shelving location and is deleted=false. | Branch, Shelving Location, Barcode, Call Number, Title, Author, Publication Year, Copy Status, Copy Status Changed Time, Active Date/Time, Total Circulation Count | Is Deleted (Equals), id (In list), Location ID (In list), Organizational Unit ID (In list) | 2022-11-17 |
| List: Titles with ISBN and copy count by Library | Source: Bibliographic Record. Display fields: ISBN, TCN, Title, author, number of copies owned. Filters: Copies is Deleted?=F, Owning Library, MARC field = 020, Item Status not in list (Lost, Missing, Discard/Weed), Bib record is Deleted?=f, Call Number is Deleted?=f. Notes: Created for libraries conducting Ingram’s Content Gap Analysis. | ISBN, TCN, Title, Author, Name, Number of copies | Is Deleted (Equals), Owning Library (In list), ID (Not in list), Is Deleted? (Equals), Is Deleted (Equals), Name (In list), ID (Equals), Tag (Equals), Subfield (Equals) | 2024-01-31 |
| List: Uncirculated Items by Circulating Library, Shelving Location and Last Circulation Date | Source: Item. Displays: Barcode, shelving location, branch name, title and last circulation date Filters: Circulating library, shelving location, last circ greater than date, deleted = false. | Barcode, Title, Call Number Label, Shelving Location, Library Name, Last Circulation or Creation Date | Last Circulation or Creation Date (Less than or equal to), Is Deleted (Equals), Circulating Library (In list), Location ID (In list) | 2022-11-16 |
| Item TemplatesTop | ||||
| Item Templates - CountsTop | ||||
| Name | Description | Display Fields | Filter Fields | Date Created |
| Count: Items Added by Date Range | Source: Item. Displays: Owning Library, Count of items. Filters: Is Deleted = f, Creation Date/Time (between), owning library. | Owning Library, # of Items Added | Is Deleted (Equals), Creation Date/Time (Between), Owning Library (In list) | 2022-04-14 |
| Count: Items Added by Date Range and creating user | Source: Item. Displays: Owning Library, Count of items. Filters: Is Deleted = f, Creation Date/Time (between), owning library, Creating user is not NULL. | Owning Library, # of Items Added | Is Deleted (Equals), Creation Date/Time (Between), Owning Library (In list), User ID (Is not NULL) | 2023-04-13 |
| Count: Items By Owning Library | Source: Item. Displays: Owning Library and Item count. Filters: Is deleted = f and Owning Library. | Owning Library, # of Items | Is Deleted (Equals), Owning Library (In list) | 2022-04-14 |
| Count: Items By Owning Library and call number range | Source: Item. Displays: Owning Library, Item count. Filters: Is Deleted = f, owning library, call number range. | Owning Library, # of Items | Is Deleted (Equals), Owning Library (In list), Call Number Label (Between) | 2022-04-14 |
| Count: Items Deleted by Date Range | Source: Item. Displays: Owning Library, count of items. Filter: Owning Library, is deleted = t, last edit date (between). Note: Includes count of items by owning library that have been marked deleted. | Owning Library, # of Items Deleted | Owning Library (In list), Is Deleted (Equals), Last Edit Date/Time (Between) | 2022-04-14 |
| Count: Items by Circ Modifier, shelving location, and Owning Library | Source: Item. Displays: Owning Library, Count of items, Circ modifier, Shelving location. Filters: Is Deleted = f, Owning Library. | Owning Library, # of Items, Circ Modifier, Shelving Location | Is Deleted (Equals), Owning Library (In list) | 2022-04-14 |
| Count: Items by Circulation Modifier & Shelving Location | Source: Item. Displays: Owning Library, Circ Mod, Shelving Location, and Count of Items. Filters: Creation Date/Time (Between), Is Deleted = f, Shelving Location (list), Owning Library. | Owning Library, Circulation Modifier, Shelving Location, # of Items | Creation Date/Time (Between), Is Deleted (Equals), Location ID (In list), Code (In list), Owning Library (In list) | 2022-04-14 |
| Count: Items by Shelving Location and Owning Library | Source: Item. Displays: Owning library, Item count, and Shelving location. Filters: Is Deleted = f, and Owning Library. | Owning Library, # of Items, Shelving Location | Is Deleted (Equals), Owning Library (In list) | 2022-04-14 |
| Count: Items excluding missing and lost by shelving location test | Source: Item. Display: Shelving Location, Copy Status, Count of items. Filters: Copy Status (hard coded to exclude lost and missing), Shelving Location (user supplied), Circ Modifier (user supplied), Owning Library (user supplied). | Shelving Location, Current Copy Status, Number of items | ID (Not in list), Location ID (In list), Code (In list), Owning Library (In list) | 2023-10-11 |
| Count: Lost items | Source: Item. Display: Shelving Location, Copy Status, Count of Items. Filters: Copy status of lost (hardcoded), Shelving location (user supplied), Circ Modifier (user supplied), Owning Library (user supplied). | Shelving Location, Status, Number of items | ID (Equals), Location ID (In list), Code (In list), Owning Library (In list) | 2023-10-12 |
| Count: Missing items | Source: Item. Display: Shelving Location, Copy Status, Count of Items. Filters: Copy status of missing (hardcoded), Shelving location (user supplied), Circ Modifier (user supplied), Owning Library (user supplied). | Shelving Location, Status, Number of items | ID (Equals), Location ID (In list), Code (In list), Owning Library (In list) | 2023-10-12 |
| Item Templates - ListsTop | ||||
| Name | Description | Display Fields | Filter Fields | Date Created |
| List: ALL Items by Branch | Source: Item. Displays: owning library, shelving location, circ modifier, barcode, call number, title, copy status, and copy status change timestamp. Filters: owning library and is deleted=false. | Branch, Shelving Location, Circ Modifier, Barcode, Call Number, Title, Copy Status, Copy Status Changed Time | Is Deleted (Equals), Organizational Unit ID (In list) | 2022-04-14 |
| List: Brief Inventory | Source: Item. Displays: Shelving location, Call number, Title, and Barcode. Filters: Is Deleted=f, Call number (between), Owning library, and Shelving Location. Note: List of titles and items by shelving location, owning library and call number range. | Shelving Location, Call Number, Title, Barcode | Is Deleted (Equals), Call Number Label (Between), Owning Library (In list), Location ID (In list) | 2022-04-14 |
| List: DELETED items by last edit date range | Source: Item. Displays: owning branch, shelving location, call number, barcode, title, author, circ mod, pub year, ISBN, active date, total circ count, TSN, ISBN. Filters: Is Deleted = t, Last Edit date, and Owning Library. | Branch, Shelving Location, Call Number, Barcode, Title, Author, Pub Year, Circ Modifier, Active Date/Time, Total Circulation Count, TCN Value, ISBN | Is Deleted (Equals), Last Edit Date/Time (Between), Organizational Unit ID (In list) | 2022-04-14 |
| List: Item circulation history by check out date range and item Barcode | Source: Circulation. Displays: checkout date, check in date, item barcode, title, author, patron barcode, first, middle and last name. Filters: check out date range and item barcode. | Check Out Date/Time, Check In Date/Time, Item Barcode, Title, Author, Patron Barcode, First Name, Middle Name, Last Name | Check Out Date/Time (Between), Barcode (Equals) | 2022-04-18 |
| List: Items Added to Catalog by Active Date | Source: Item. Displays: owning branch, shelving location, call number, barcode, title, author, circ mod, pub year, ISBN, active date, and TCN. Filters: ACTIVE date (between), Owning Library, and is deleted=false. | Branch, Shelving Location, Call Number, Barcode, Title, Author, Circ Modifier, Pub Year, Active Date/Time, ISBN, TCN | Is Deleted (Equals), Active Date/Time (Between), Organizational Unit ID (In list) | 2022-04-18 |
| List: Items Added to Catalog by CREATE Date | Source: Item. Displays: owning branch, shelving location, call number, barcode, title, author, circ mod, pub year, create date, ISBN, and TCN. Filters: CREATE date, Owning Library and is deleted=false. | Branch, Shelving Location, Call Number, Barcode, Title, Author, Circ Modifier, Pub Year, Creation Date/Time, ISBN, TCN | Is Deleted (Equals), Creation Date/Time (Between), Organizational Unit ID (In list) | 2022-04-18 |
| List: Items Added to Catalog by CREATE Date and Shelving Location | Source: Item. Displays: owning branch, shelving location, call number, barcode, title, author, circ mod, pub year, creation date, ISBN, and TCN. Filters: Is Deleted = f, CREATE date (between), Owning Library, and Shelving Location. | Branch, Shelving Location, Call Number, Barcode, Title, Author, Circ Modifier, Pub Year, Creation Date/Time, ISBN, TCN | Is Deleted (Equals), Creation Date/Time (Between), Location ID (In list), Organizational Unit ID (In list) | 2022-04-14 |
| List: Items Claimed Returned (not deleted) | Source: Circulation. Displays: patron barcode, shelving location, circ modifier, title, author, item barcode, call number, checkout library, checkout date, due date, fine stop reason, Is deleted. Filters on: Owning library, Transaction finish time is NULL, Checkin time is NULL, fine stop reason is CLAIMSRETURNED, Is Deleted = f. | Barcode, Name, Name, Call Number Label, Title Proper (normalized), Author (normalized), Barcode, Name, Checkout / Renewal Library, Checkout Date/Time, Due Date/Time, Fine Stop Reason, Is Deleted | Owning Library (In list), Transaction Finish Date/Time (Is NULL), Fine Stop Reason (Contains Matching substring (ignore case)), Is Deleted (Equals) | 2023-05-26 |
| List: Items by Create Date Older than x | Source: Item. Displays: owning library, create date, item barcode, call number, title, shelving location, circ mod, price, last circ date, and total circulations. Filters: owning library, is deleted= false, and creation date great than x (select age in days, months, or years). | Owning Library, Create Date, Barcode, Call Number, Title, Shelving Location, Circ Modifier, Price, Last Circulation Date, Total Circulation Count | Creation Date/Time (Greater than), Owning Library (In list), Is Deleted (Equals) | 2022-04-14 |
| List: Items not OPAC visible | Source: Item. Display Fields: Barcode, Call Number, Owning Library, Title, Author. Filters: Owning Library, Is Deleted = f, OPAC Visible = f. | Barcode, Call Number Label, Library, Title, Author | Owning Library (In list), Is Deleted (Equals), OPAC Visible (Equals) | 2024-02-13 |
| List: Items not Scanned by Last Edit Date and Shelving Location (New) | Source: Item. Displays: owning branch, shelving location, call number, barcode, title, author, circ mod, and copy status. Filters: last edit date, owning Library, shelving location, and is deleted=false. Note: Inventory report. Identifies items not scanned (checkin) as of the inventory start date established (last edit date) by selected shelving location. | Barcode, Last Edit Date/Time, Circ Modifier, Shelving Location, Branch, Title Proper (normalized), Author (normalized), Call Number Label, Copy Status | 2022-04-19 | |
| List: Items with Circulations within Date Range | Source: Circulation. Displays: barcode, call number, title, author, tcn, circ mod, shelving location, and circulation counts. Filters: check out date range and OWNING library. Note: Shows which items owned by your library circulated within the selected date range (in system and resource sharing). | Barcode, Call Number, Title, Author, TCN, Circ Mod, Shelving Location, Count | Check Out Date/Time (Between), Owning Library (In list) | 2022-04-14 |
| List: Items with Circulations within Date Range by Circ Mod (clone) | Source: Circulation. Displays: barcode, call number, title, author, tcn, circ mod, shelving location, and circulation counts. Filters: check out date range, circ mod, and OWNING library. Note: Shows which items owned by your library circulated within the selected date range (in system and resource sharing). | Barcode, Call Number, Title, Author, TCN, Circ Mod, Shelving Location, Count | Check Out Date/Time (Between), Owning Library (In list), Code (In list) | 2022-04-14 |
| List: Items with Circulations within Date Range by Shelving Location | Source: Circulation. Displays: barcode, call number, title, author, tcn, circ mod, shelving location, and circulation counts. Filters: check out date range, shelving location, and OWNING library. Note: Shows which items owned by your library circulated within the selected date range (in system and resource sharing). | Barcode, Call Number, Title, Author, TCN, Circ Mod, Shelving Location, Count | Check Out Date/Time (Between), Owning Library (In list), Location ID (In list) | 2022-04-14 |
| List: Items with Float Group | Source: Item. Displays: owning branch, shelving location, call number, barcode, title, circ mod, float group, last edit date, and copy status. Filters: owning library and is deleted=false. | Branch, Shelving Location, Call Number, Barcode, Title, Circ Modifier, Float Group, Last Edit Date/Time, Copy Status | Is Deleted (Equals), Owning Library (In list) | 2022-04-14 |
| List: Lost material by age and branch with billing summary | Displays owning library, total owed, total paid, patron barcode, call number, item barcode, title, author, status, marked lost time and last billing timestamp. Filters on owning library of item (in list), status changed time (age greater than or equal to) and status (LOST, MISSING, or LOST AND PAID), fine stop reason (not renew or checkin), and checkin time (is NULL) | Owning Library, Total Owed, Total Paid, Patron Barcode, Call Number Label, Item Barcode, Title, Author, Status, Marked Lost Time, Last Billing Timestamp | Owning Library (In list), Copy Status Changed Time (Greater than or equal to), Copy Status (In list), Is Deleted (Equals), Fine Stop Reason (Not in list), Check In Date/Time (Is NULL) | 2023-05-31 |
| List: NEW Shelf list by copy status with copy notes (clone) | Source: Item. Displays: owning library, shelving location, barcode, call number, title, author, pub year, copy status, copy status change date, active date time and total circs. Filters: owning library, copy status, and is deleted=false. | Note Content, Publication Year, Author, Title, Branch, Shelving Location, Copy Status, Call Number, Active Date/Time, Copy Status Changed Time, Barcode | Name (In list), Organizational Unit ID (In list), id (In list), Is Deleted (Equals) | 2022-04-14 |
| List: Shelf List by Branch, Shelving Location, and Call Number Range | Source: Item. Displays: owning branch, shelving location, call number, barcode, title, author, copy status, active date, pub year, total circs, and last circ date. Filters: owning library; shelving location; and call number range; is deleted=false. Note: Provides list of items for weeding or inventory. | Branch, Shelving Location, Call Number, Barcode, Title, Author, Copy Status, Active Date/Time, Publication Year (normalized), Total Circulation Count, Last Circulation Date | Is Deleted (Equals), Location ID (In list), Call Number Label (Between), Owning Library (In list) | 2023-03-20 |
| List: Shelf List by circ mod | Source: Item. Displays: barcode, call number, owning branch, circ mod and shelving location. Filters: is Deleted = f, owning library, Circ mod (in list). | Barcode, Call Number , Branch, Circ Mod, Shelving Location | Is Deleted (Equals), Organizational Unit ID (In list), Code (In list) | 2022-04-14 |
| List: Shelf List by circ mod displaying stat cat | Source: Item. Displays: barcode, call number, owning branch, circ mod, shelving location, stat cat name and value. Filters: owning library, Circ mod (in list), and is deleted=false. | Barcode, Call Number , Branch, Circ Mod, Shelving Location, Stat Cat, Stat Cat Value | Is Deleted (Equals), Organizational Unit ID (In list), Code (In list) | 2022-04-14 |
| List: Shelf List of Current Claims Returned Items | Source: Open Circulation. Displays: Item Barcode, Shelving Location, Call Number, Title, Author, Copy Status, Stop Fines Timestamp. Filters: Fine stop reason = CLAIMSRETURNED", and Home Library. Note: This report uses open circulations to list claims returned items by owning library. | Item Barcode, Shelving Location, Call Number, Title, Author, Copy Status, stop_fines_time | Fine Stop Reason (In list), Organizational Unit ID (In list) | 2022-04-18 |
| List: Shelf List with circ mod, shelving location, call number and item flags | Source: Item. Displays: barcode, owning branch, call number, circ mod, shelving location, holdable(?), circulate(?). Filters: is deleted=false, owning library. | Barcode, Branch, Call Number , Circ Mod, Shelving Location, Is Reference, Is Holdable, Can Circulate | Is Deleted (Equals), Organizational Unit ID (In list) | 2022-04-14 |
| List: Shelf list by copy status | Source: Item. Displays: owning library, shelving location, barcode, call number, title, author, pub year, copy status, copy status change date, active date time and total circs. Filters: owning library, copy status, and is deleted=false. Note: Good for missing, damaged, etc. reports. | Branch, Shelving Location, Barcode, Call Number, Title, Author, Publication Year, Copy Status, Copy Status Changed Time, Active Date/Time, Total Circulation Count | Is Deleted (Equals), id (In list), Organizational Unit ID (In list) | 2022-04-18 |
| List: Shelf list by shelving location | Source: Item. Displays: owning library branch, shelving location, barcode, call number, title, author, pub year, active date, copy status, copy status change date, last circ date, and total circs. Filters: is deleted=false, owning library, and shelving location. Note: Inventory report | Branch, Shelving Location, Barcode, Call Number, Title, Author, Pub Year, Active Date/Time, Copy Status, Copy Status Changed, Last Circulation Date, Total Circulation Count | Is Deleted (Equals), Organizational Unit ID (In list), Location ID (In list) | 2022-04-14 |
| List: Shelf list of items with price of zero | Source: Item. Displays: owning branch, shelving location, barcode, call number, title, author, copy status, and price. Filters: owning library, price=0, and is deleted=false. Note: Items with a price of $0 will not be billed to patrons at the default item price set in Library Settings when Lost. | Branch, Shelving Location, Barcode, Call Number, Title, Author, Copy Status, Price | Is Deleted (Equals), Price (Equals), Organizational Unit ID (In list) | 2022-04-18 |
| List: Titles by Physical Format/Item Type | Source: Item. Displays: Type, call number, title, and shelving location. Filters: Owning Library, Circ Modifier, and Item Type Code. | Type, Call Number Label, Title, Shelving Location | Organizational Unit ID (In list), Code (In list), Item Type Code (In list) | 2022-04-14 |
| List: items due between selected date range by circulating library | Source: Open Circulation. Displays: circulating library, title, author, TCN, circulation modifier, item barcode, checkout date, and due date. Filters: circulating library, checkin time is null, and due date range. | Circulating Library, Title, Author, TCN, Circulation Modifier, Barcode, Checkout Date/Time, Due Date/Time | due_date (Between), Circulating Library (In list), checkin_time (Is NULL) | 2022-04-14 |
| Patron TemplatesTop | ||||
| Name | Description | Display Fields | Filter Fields | Date Created |
| Duplicate Patrons By Name | Detects potential duplicate patrons by matching their first and last names. Duplicate patrons will have a value larger than one in the first column. Displays count, first name, and last name. Filters on Home Library and "Is Deleted" is false. | Count of users with this name, First Name, Last Name | Home Library (In list), Is Deleted (Equals) | 2022-02-15 |
| Find: Patron by SMS Number | Displays: Username, patron name, SMS number Filters: SMS notify phone number Source: User Setting | User Name, First Name, Last Name, SMS Number | Name (Equals), Value (Contains Matching substring (ignore case)) | 2021-08-25 |
| List: Fund Summary FYxx (clone) | Displays: Account name, Fund tag name, Allocation, Encumbrance, Expenditure, and Balance. Filters: Fund summary year and library. Source: Fund Summary. Note: Provides monetary details of expenditures for acquisitions. | Account Name, Fund Tag Name, Allocation, Encumbrance, Expenditure, Balance | Year (Equals), Organizational Unit ID (In list) | 2022-04-11 |
| Patron Registration In Date Range | Lists patrons by their record creation date. Shows first name, last name, email address, username, record create date, and home library. Filters on home library (in list) and record create date (in range). | First Name, Last Name, Email Address, OPAC/Staff Client User Name, Record Creation Date/Time, Home Library | Home Library (In list), Record Creation Date/Time (Between), Is Deleted (Equals) | 2021-09-30 |
| Recurring Count: Active patrons by permission group | Displays: Home library, permission group, count of patrons Filters: Home library, active=true, deleted=false Source: ILS User Notes: Use this report to count the number of current patrons as of today or as of the end of last month for recurring setup. | Home Library, Permission Group, # of Patrons | Is Deleted (Equals), Organizational Unit ID (In list), IsActive? (Equals) | 2021-08-31 |
| Recurring Count: New patrons by permission group | Displays: Home library, permission group, count of patrons Filters: Home library, active=true, account creation date greater than or equal to supplied date Source: ILS User Notes: Set up as recurring report to run on the periodic basis selected. | Home Library, Permission Group, # of Patrons | Record Creation Date/Time (Less than or equal to), Active (Equals), Organizational Unit ID (In list) | 2021-08-31 |
| Users near Expiration Date | Returns users whose accounts will expire within 6 months. Displays ID, username, barcode, first name, last name, email, permission group, and expiration date. Filters on expiration date (less than 6 months from now), home library (in list), and Permission Group Name (case insensitive substring) | User ID, OPAC/Staff Client User Name, Barcode, First Name, Last Name, Email Address, Group Name, Privilege Expiration Date | Privilege Expiration Date (Greater than or equal to), Home Library (In list), Group Name (Contains Matching substring (ignore case)) | 2021-10-22 |
| Patron Templates - CountsTop | ||||
| Name | Description | Display Fields | Filter Fields | Date Created |
| Count: Active Patrons by Permission Group | Displays: Home library, permission group, count of patrons Filters: Home library, Active=true, Deleted=false. Source: ILS User | Permission Group, # of Patrons, Home Library | Is Deleted (Equals), Organizational Unit ID (In list), Active (Equals) | 2021-08-25 |
| Count: Active patrons by home library | Displays: Home library, count of patrons Filters: Home library, active=true, last check in date range Source: ILS User | Home Library, # of Patrons | Organizational Unit ID (In list), IsActive? (Equals), Checkout Date/Time (Between) | 2021-08-27 |
| Count: Active patrons by permission group and stat cat | Displays: Home Library, stat cat, permission group, count of patrons Filters: Home library, active=true, deleted=false Source: ILS User | Home Library, Permission Group, # of Patrons, Entry Text | Is Deleted (Equals), Organizational Unit ID (In list), IsActive? (Equals) | 2021-08-27 |
| Count: Active patrons by permission group as of date | Displays: Permission group, distinct count of active patrons Filters: Home library, patron active=true, and account creation on or before specified date. Source: ILS User | Permission Group, # of Patrons | Active (Equals), Record Creation Date/Time (On or Before (Date/Time)), Is Deleted (Equals), Organizational Unit ID (In list) | 2021-08-27 |
| Count: Active patrons by permission group as of supplied date | Displays: Home library, permission group, count of patrons Filters: Home library, active=true, expiration date greater than supplied date Source: ILS User Notes: Use this report to count the number of patron accounts that expire after the selected date. | Home Library, Permission Group, # of Patrons | Privilege Expiration Date (After (Date/Time)), Active (Equals), Organizational Unit ID (In list) | 2021-08-31 |
| Count: Active patrons by permission group showing stat cat values | Displays: Home library, permission group, stat cat value, count of patrons Filters: Home library, active=true, deleted=false Source: ILS User | Home Library, Permission Group, # of Patrons, Entry Text | Is Deleted (Equals), Organizational Unit ID (In list), IsActive? (Equals) | 2021-08-31 |
| Count: Active patrons who checked out within specified date range | Displays: Count of total distinct active patrons Filters: Home library, check out time, patron active=t and deleted=f Source: ILS User | Patron Count | Organizational Unit ID (In list), Check Out Date/Time (Between), Active (Equals), Is Deleted (Equals) | 2021-08-27 |
| Count: Inactive Patrons by Permission Group | Displays: Home library, permission group, count of patrons Filters: Home library, Active=false, Deleted=false. Source: ILS User | Permission Group, # of Patrons, Home Library | Is Deleted (Equals), Organizational Unit ID (In list), Active (Equals) | 2021-08-25 |
| Count: Inactive patrons by home library | Displays: Home library and count of patrons Filters: Home library and active=f Source: ILS User | Home Library, # of Accounts | Home Library (In list), IsActive? (Equals) | 2021-08-25 |
| Count: New patrons by account creation month | Displays: Home library, month of account creation, count of patrons Filters: Date range for account creation, patron active=t Source: ILS User | Library, # of Patrons, Record Creation Date/Time | Record Creation Date/Time (Between), IsActive? (Equals) | 2021-08-25 |
| Count: New patrons by account creation month and permission group | Displays: Permission group, month of account creation, count of patrons Filters: home library, date range for account creation, patron deleted=f, patron active=t Source: ILS User | Permission Group, Record Creation Month, User Count | Home Library (In list), Record Creation Date/Time (Between), Is Deleted (Equals), Active (Equals) | 2021-08-25 |
| Count: Patrons Added by Date Range with Permission Group | Displays: Home library, permission group, count. Filters: Creation date range, active, home library. Source: ILS User | Library, # of Patrons, Group Name | Record Creation Date/Time (Between), IsActive? (Equals), Organizational Unit ID (In list) | 2021-08-25 |
| Count: Patrons added by date range | Displays: Home library and count of patrons. Filters: Account creation date range and home library. Source: ILS User | Library, # of Patrons | Record Creation Date/Time (Between), IsActive? (Equals), Organizational Unit ID (In list) | 2021-08-25 |
| Count: Patrons added by zip code and date range | Displays: Home library, zip code, count of patrons Filters: Home library, user account creation date range, active=t Source: ILS Userlibrary. | Library, Postal Code, # of Patrons | Record Creation Date/Time (Between), IsActive? (Equals), Organizational Unit ID (In list) | 2021-08-25 |
| Count: Patrons by Home Library and Statistical Category Entry Text | Displays: Home library, stat cat values, and a count of patrons. Filters: Home Library (branch) and Stat Cat. Source: ILS User | Entry Text, # of Patrons, Home Library | Home Library (In list), Is Deleted (Equals), Stat Cat ID (In list) | 2021-08-25 |
| Count: Patrons by Zipcode | Displays: Zip code and patron count Filters: home library, active=t Source: ILS User Notes: Must use specific OU code(s) to gather data. | User ID, Postal Code | Home Library (In list), Active (Equals) | 2021-08-25 |
| Count: Patrons by home library and statistical category | Displays: Home library, stat cat, count of patrons Filters: Home library and statistical category. Source: ILS User | Home Library, Stat Cat Value, # of Patrons | Organizational Unit ID (In list), Stat Cat ID (In list) | 2021-08-25 |
| Count: Patrons by home library statistical category | Displays: Home library, stat cat, count of patrons Filters: Home library and statistical category. Source: ILS User | Home Library, Stat Cat Value, # of Patrons | Home Library (In list), Is Deleted (Equals), Stat Cat ID (In list) | 2021-08-27 |
| Count: Patrons by home library that have returned materials recently | Displays: Home library, count of patrons Filters: home library, checkin date greater than Source: ILS User | Home Library, # of Patrons | Organizational Unit ID (In list), Check In Date/Time (On or After (Date/Time)) | 2021-08-27 |
| Count: Patrons by zip code created on or before supplied date | Displays: Home library, postal code, count of patrons. Filters: Home library, patron account creation date (on or before supplied date), active=true, deleted=false Source: ILS User | Home Library, # of Patrons, Postal Code | Record Creation Date/Time (On or Before (Date/Time)), Active (Equals), Is Deleted (Equals), Organizational Unit ID (In list) | 2021-08-31 |
| Count: Patrons who checked out within specified date range | Displays: Count of patrons Filters: home library, date range for last circulation event, active=t, deleted=f Source: ILS User | Patron Count | Organizational Unit ID (In list), Check Out Date/Time (Between), Active (Equals), Is Deleted (Equals) | 2021-08-25 |
| Count: Student Access authentications past certain date | Displays: Last user activity date, barcode Filters: Home library, activity date Source: ILS User | Barcode, Last User Activity | Organizational Unit ID (In list), Is Deleted (Equals), Event Time (On or After (Date/Time)), Group Name (Equals) | 2021-08-25 |
| Patron Templates - ListsTop | ||||
| Name | Description | Display Fields | Filter Fields | Date Created |
| List: Active Patrons | Displays: Patron name, barcode, permission group, home library, expiration date. Filters: Home library, active=true Source: ILS User | Home Library, Permission Group, Barcode, First Name, Last Name, Privilege Expiration Date | Active (Equals), Organizational Unit ID (In list) | 2021-08-31 |
| List: Active patrons with email | Displays: Patron name, barcode, permission group, expiration date, home library, and email address. Filters: Home library, active=true, deleted=false, email is not null/blank. Source: ILS User | Home Library, Permission Group, Barcode, First Name, Last Name, Email Address, Privilege Expiration Date | Active (Equals), Email Address (Is not NULL or Blank), Is Deleted (Equals), Organizational Unit ID (In list) | 2021-08-31 |
| List: Addresses of patrons not using the library | Displays: Patron name, barcode, home library, permission group, and address. Filters: Home library, checkout date (max before), deleted=false Source: ILS User | Barcode, Home Library, Permission Group, First Name, Middle Name, Last Name, Street (1), Street (2), City, State, Postal Code | Is Deleted (Equals), Organizational Unit ID (In list), Checkout Date/Time (Before (Date/Time)) | 2021-08-25 |
| List: All Patrons | Displays: Patron name, DOB, barcode, home library, permission group, expiration date Filters: Home library, deleted=f Source: ILS User | Branch, Barcode, First Name, Last Name, Date of Birth, Permission Group, Privilege Expiration Date | Home Library (In list), Is Deleted (Equals) | 2021-08-26 |
| List: All Patrons with Please Issue New Card note | Displays: Patron name, DOB, barcode, home library, permission group, expiration date Filters: Home library, deleted=f Source: ILS User | Branch, Barcode, First Name, Last Name, Date of Birth, Permission Group, Privilege Expiration Date | Home Library (In list), Is Deleted (Equals), Title (Equals), Deleted? (Equals) | 2024-01-22 |
| List: Barred Patrons | Displays: Name, barcode, home library, permission group, expiration date Filters: home library, barred=t, deleted=f Source: ILS User | First Name, Last Name, Barcode, Home Library, Permission Group, Privilege Expiration Date | Organizational Unit ID (In list), Barred (Equals), Is Deleted (Equals) | 2021-08-25 |
| List: Birth date of patrons with recent circulations | Displays: Barcode, date of birth Filters: Home library, active=t, check out date greater than Source: ILS User | Patron Barcode, Date of Birth | Organizational Unit ID (In list), IsActive? (Equals), Check Out Date/Time (After (Date/Time)) | 2021-08-25 |
| List: Expired patrons | Displays: Name, permission group, home library, barcode, expiration date and expiration interval. Filters: Home library and expiration date. Source: ILS User | Permission Group, Home Library, First Name, Last Name, Barcode, Privilege Expiration Date, User Expiration Interval | Organizational Unit ID (In list), Privilege Expiration Date (Before (Date/Time)) | 2021-08-26 |
| List: Expired patrons with balance owed and last authentication date | Displays: Patron name, barcode, expiration date, privileges interval, permission group, home library, last authentication, type of activity and balance owed. Filters: Home library, privilege expiration date (before selected date), and deleted=false Source: ILS User Note: This report helps identify expired patrons who may still be using their account for online access to e-resources. | Home Library, First Name, Last Name, Barcode, Permission Group, Privilege Expiration Date, User Expiration Interval, Balance Owed, Last Authentication Date, Label | Organizational Unit ID (In list), Privilege Expiration Date (Before (Date/Time)), Is Deleted (Equals) | 2021-08-31 |
| List: Inactive Patrons | Displays: Patron name, barcode, permission group, home library, privilege expiration date and alert message. Filter: Home library Source: ILS User | Permission Group, Home Library, First Name, Last Name, Barcode, Privilege Expiration Date | Organizational Unit ID (In list), Active (Equals) | 2022-12-08 |
| List: Inactive Patrons (no Deleted) | Source: ILS User. Displays: Patron name, barcode, permission group, home library, privilege expiration date and alert message. Filter: Home library, Is Active = f, Is Deleted = f. | Home Library, First Name, Last Name, Barcode, Privilege Expiration Date | Organizational Unit ID (In list), Active (Equals), Is Deleted (Equals) | 2023-01-12 |
| List: Patron addresses | Displays: Patron name and address. Filters: Home library and active=t Source: ILS User | Last Name, First Name, Address 1, Address 2, City, State, Zip Code | Home Library (In list), IsActive? (Equals) | 2021-08-25 |
| List: Patron circulation history by patron barcode and checkin date | Displays: Checkout date and workstation, due date, check in date and workstation, shelving location, call number, title, author, and item barcode. Filters: Checkin date and patron barcode. Source: Circulation Notes: For staff use only | Check Out Date/Time, Checkout Workstation, Due Date/Time, Check In Date/Time, Checkin Workstation, Shelving Location, Call Number, Item Barcode, Title, Author | Check In Date/Time (Between), Barcode (Equals) | 2021-08-25 |
| List: Patron circulation history by patron barcode and checkout date | Displays: Patron name, barcode, checkout date and workstation, due date, check in date, item barcode, title, author, circ modifier. Filters: Checkout date and patron barcode. Source: Circulation Notes: For staff use only | Check Out Date/Time, Workstation Name, Due Date/Time, Check In Date/Time, Item Barcode, Title, Author, Circ Modifier, Patron Barcode, First Name, Middle Name, Last Name | Check Out Date/Time (Between), Barcode (Equals) | 2021-08-25 |
| List: Patron circulation history by patron barcode and checkout date (for patrons) | Displays: Checkout date, check in date, circulating library, item barcode, call number, title, author, and shelving location. Filters: Checkout date and patron barcode. Source: Circulation Notes: Suitable to give to patron | Check Out Date, Check In Date, Circ Library, Item Barcode, Call Number, Title, Author, Shelving Location | Check Out Date/Time (Between), Barcode (Equals) | 2021-08-25 |
| List: Patron mailing list | Displays: Patron name and address. Filters: Home library, deleted=f, active=t Source: ILS User | Last Name, First Name, Address 1, Address 2, City, State, Zip Code | Home Library (In list), Is Deleted (Equals), IsActive? (Equals) | 2021-08-25 |
| List: Patrons Missing Required Stat Cat | Displays: Patron barcodes, home library branch, first & last name, DOB, permission group, expiration date, balance owed on patron account. Filters: Home library, is deleted=false, and stat cat entry is owned by lib system, required, and null or blank. Source: ILS User Notes: To correctly run this report, you must select branch(es) for the patron home library and SYSTEM for the stat cat owning library. For patron barcodes (active=1 & inactive=0) | Branch, Patron First Name, Patron Last Name, Patron Barcode, Date of Birth, Patron Permission Group, Account Active=1, Inactive=0, Privilege Expiration Date, Balance Owed | Home Library (In list), Is Deleted (Equals), Entry Text (Is NULL or Blank), Owning Library (In list), Required (Equals) | 2021-08-25 |
| List: Patrons by Home Library and County | Display: Name, barcode, unique ID, is active?, home library, address Filters: Home library, county Source: ILS User Notes: County must be lower case. | User ID, Barcode/User Name, First Name, Last Name, Is Active, Home Library, Street (1), Street (2), City, County, State, Postal Code | Is Deleted (Equals), Home Library (In list), County (In list) | 2021-08-25 |
| List: Patrons by Library and Age Group Statistical Category | Displays: Name, stat cat value, home library, barcode Filters: home library Source: ILS User | First Name, Last Name, Statistical Category, Library, Barcode | Name (Equals), Organizational Unit ID (In list) | 2021-08-25 |
| List: Patrons by Library and Gender Statistical Category | Displays: Name, gender stat cat, home library, patron barcode Filters: Home library Source: ILS User | First Name, Last Name, Statistical Category, Library, Barcode | Name (Equals), Organizational Unit ID (In list) | 2021-08-25 |
| List: Patrons by home library and permission group | Displays: Patron permission group, barcode, and home library. Filters: Home library, permission group and active=t Source: ILS User | Permission Group, Patron Barcode, Home Library | Active (Equals), Group ID (In list), Organizational Unit ID (In list) | 2021-08-25 |
| List: Patrons by home library with permission group not in list | Displays: Patron name, barcode, permission group, home library, and is active?. Filters: Permission group and home library Source: ILS User Note: Shows a list of patrons that are not in supplied permission groups | Home Library, Permission Group, First Name, Last Name, Barcode, IsActive? | Group ID (Not in list), Organizational Unit ID (In list) | 2021-08-31 |
| List: Patrons by last activity date | Displays: Name, home library, barcode, user ID and last activity time. Filters: home library and last activity date less than or equal to. Source: ILS User Notes: Activity can include logging into the OPAC, logging into the staff client, SIP2 activities and other types. | User ID, Barcode, First Name, Last Name, Home Library, Last Activity Time | Home Library (In list), Event Time (Less than or equal to) | 2021-08-25 |
| List: Patrons in permission group | Displays: Patron name and barcode Filters: Permission group Source: ILS User | Barcode, First Name, Last Name | Group ID (Equals) | 2021-08-25 |
| List: Patrons not using the library | Displays: Patron name, barcode, home library, permission group, expiration date, last checkout date, and last user activity. Filters: Home library, user deleted=false, user activity date (max before), and checkout date (max before). Source: ILS User | Barcode, Home Library, First Name, Last Name, Permission Group, Privilege Expiration Date, Last Checkout Date, Last User Activity | Is Deleted (Equals), Event Time (Before (Date/Time)), Organizational Unit ID (In list), Checkout Date/Time (Before (Date/Time)) | 2021-08-25 |
| List: Patrons with balances and standing penalties | Displays: Patron name, barcode, DOB, home library, permission group, expiration date, balance owed, and any standing penalty messages. Filters: Home library. Source: ILS User Note: In results active barcode = 1 and inactive barcode = 0 | Branch, Patron Barcode, Active Barcode = 1/Inactive Barcode = 0, Patron First Name, Patron Last Name, Date of Birth, Patron Permission Group, Privilege Expiration Date, Balance Owed, Standing Penalty Messages | Home Library (In list) | 2021-08-31 |
| List: Patrons with circulations within time frame | Shows patrons who have had at least 1 circulation within a period of time. Displays barcode, id, name, email, date of birth, home library, and circulation count. Filters on is deleted (false), home library (in list), checkout date (between), circ count greater than 0. | Barcode, User ID, First Name, Middle Name, Last Name, Email Address, Date of Birth, Home Library, Circulation Count | Is Deleted (Equals), Home Library (In list), Checkout Date/Time (Between), Circ ID (Greater than) | 2023-02-13 |
| List: Patrons with current claims returned | Displays: Patron name, barcode, item barcode, call number, title, due date, copy status, and stop fines date. Filters: Home library, claims returned count>0, fine stop reason = CLAIMSRETURNED". Source: Open Circulation | Patron Barcode, First Name, Last Name, Item Barcode, Call Number, Title, due_date, stop_fines_time, Copy Status | Fine Stop Reason (In list), Organizational Unit ID (In list), Claims-returned Count (Greater than) | 2021-08-31 |
| List: Patrons with currently overdue transactions | Displays: Patron name, patron barcode, daytime phone, permission group, home library, item barcode, call number, title, shelving location, owning library, due date, and status Filters: Patrons home library and due date range. Source: Open Circulation | First Name, Last Name, Patron Barcode, Permission Group, Item Barcode, Call Number, Title, Shelving Location, Owning Library, Due Date/Time, Copy Status | Organizational Unit ID (In list), due_date (Greater than or equal to) | 2022-04-11 |
| List: Patrons with open transactions | Displays: Patron name, barcode, item title, call number, barcode, and due date. Filter: Patron home library and item due date Source: Open Circulation | Last Name, First Name, Patron Barcode, Title, Call Number, Item Barcode, Due Date/Time | Due Date/Time (Between), Organizational Unit ID (In list) | 2021-08-25 |
| List: Patrons with open transactions by permission group | Displays: Patron name, barcode, item title, call number, barcode, and due date. Filter: Patron home library, permission group and item due date Source: Open Circulation | Last Name, First Name, Patron Barcode, Title, Call Number, Item Barcode, Due Date/Time | Due Date/Time (Between), Organizational Unit ID (In list), Group ID (In list) | 2021-08-25 |
| List: Patrons with outstanding balances | Displays: Name, barcode, balance owed Filters: home library Source: Open Billable Transaction Summary | Last Name, First Name, Patron Barcode, Balance Owed | Home Library (In list) | 2021-08-25 |
| List: Patrons with outstanding balances by permission group | Displays: Patron name, barcode, permission group and balance owed. Filters: Home library and permission group. Source: Open Billable Transaction Summary | Permission Group, Last Name, First Name, Patron Barcode, Balance Owed | Home Library (In list), Group ID (In list) | 2021-08-25 |
| List: Patrons with overdue transactions by date range | Displays: Patron barcode, name, phone, permission group, home library and item barcode, call number, shelving location owning library, due date and item status. Filters: Patron home library and due date range. Source: Open Circulation | First Name, Last Name, Patron Barcode, Permission Group, Item Barcode, Call Number, Title, Shelving Location, Owning Library, Due Date/Time, Copy Status | Organizational Unit ID (In list), due_date (Between) | 2022-04-11 |
| List: Patrons with permission group and home library | Displays: Patron name, permission group, home library, barcode, expiration date and expiration interval. Filters: Permission group and home library Source: ILS User | Permission Group, Home Library, First Name, Last Name, Barcode, Privilege Expiration Date, User Expiration Interval | Group ID (In list), Organizational Unit ID (In list) | 2021-08-25 |
| List: Patrons with permission group, home library and parent/guardian | Displays: Patron name, barcode, parent/guardian, permission group, home library, expiration date and expiration interval. Filters: Permission group, home library, deleted=false Source: ILS User | Permission Group, Home Library, First Name, Last Name, Barcode, Secondary Identification, Privilege Expiration Date, User Expiration Interval | Group ID (In list), Organizational Unit ID (In list), Is Deleted (Equals) | 2021-08-31 |
| List: SIP authentications during specific date range | Displays: Name, user name, home library, authentication time Filters: Permission group, authentication date range Source: ILS User | OPAC/Staff Client User Name, Home Library, First Name, Middle Name, Last Name, Event Time | Group Name (In list), Event Time (Between) | 2021-08-25 |
| List: Standing Penalty User Messages | Show user messages with standing penalties attached. Displays sending library, creation date, penalty name, block list, user home library, user barcode, title and message. Filters on home library (in list), is deleted (false for both user and message) and sending library (in list). | Sending Library, Creation Date/Time, Penalty Name, Block List, User Home Library, User Barcode, Title, Message | Home Library (In list), Deleted? (Equals), Is Deleted (Equals), Organizational Unit ID (In list) | 2023-02-14 |
| List: Student Access accounts with lost material | Displays: Item title, item barcode, stop fines date, due date, item call number, item status, user name, user barcode. Filters: Home library, fine stop reason=lost, permission. Source: Open Circulationgroup=SCHOOL . | Barcode, Title Proper (normalized), Barcode, First Name, Last Name, stop_fines_time, due_date, Fine Stop Reason | Fine Stop Reason (Contains Matching substring (ignore case)), Home Library (In list), Group Name (Contains Matching substring (ignore case)), stop_fines_time (Is not NULL) | 2022-04-12 |